Cohen Pert is a new member of the Wellspring Financial team, serving as Bookkeeping Intern. A sophomore at Lambert High School, Cohen brings an early passion for business, finance, and entrepreneurship that extends beyond the classroom. He is the Founder and CEO his own business, The Pert Group, a consulting firm that helps service-based businesses streamline operations through AI and automation.
At Wellspring Financial, Cohen is learning the ins and outs of bookkeeping while supporting the financial processes of Wellspring by maintaining accurate records, managing bookkeeping tasks, and ensuring financial processes run smoothly. His strong attention to detail, organizational skills, and enthusiasm for learning make him a valuable asset to the firm.
Outside of Wellspring, Cohen is active in leadership roles at Lambert, where he serves as President of the Lambert Investment Club (60+ members strong). He also volunteers through YMSL (Young Men’s Service League), giving back to the community through service. Cohen enjoys exploring new ideas in finance, business strategy, and technology.