Cogan, Berlind, Weill & Levitt
Cogan, Berlind, Weill & Levitt, originally Carter, Berlind, Potoma & Weill, was an American investment banking and brokerage firm founded in 1960 and acquired by American Express in 1981. In its two decades as an independent firm, Cogan, Berlind, Weill & Levitt served as a vehicle for the rollup of more than a dozen brokerage and securities firms led by Sanford I. Weill that culminated in the formation of Shearson Loeb Rhoades.
| Industry | Financial services |
|---|---|
| Predecessor | Carter, Berlind, Potoma & Weill (1960–62) Carter, Berlind & Weill (1962–69) |
| Founded | 1960 |
| Founder | Arthur L. Carter, Roger Berlind, Sanford I. Weill |
| Defunct | 1972 (name is dropped) 1981 (firm is acquired) |
| Fate | Dropped usage of the name in 1972, acquired by American Express in 1981 |
| Successor | Hayden, Stone & Co. Shearson Hayden Stone Shearson Loeb Rhoades Shearson/American Express |
| Headquarters | New York City, United States |
Key people | Arthur Levitt, Marshall Cogan, Peter Potoma |
| Products | Brokerage, Investment banking |
Among the firms most notable partners were Sanford I. Weill, Arthur Levitt, Arthur L. Carter, Marshall Cogan, Roger Berlind, and Peter Potoma.
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