Prior to joining First Republic in 2019, Mr. Cohen was an Associate Vice President with Wells Fargo Advisors. He began his career in 2014 at Credit Suisse. Mr. Cohen works with high and ultra high net worth individuals and families by providing comprehensive financial planning which includes customized investment management and insurance solutions.
Mr. Cohen has supported his local community and was a past member and treasurer of the Israel Cancer Research Fund’s Visions Board.
Mr. Cohen earned his Bachelor of Science in Business Administration from the University of Rhode Island and an MBA from Cornell University’s Johnson Graduate School of Management. Mr. Cohen is a CERTIFIED FINANCIAL PLANNERTM professional.
Wealth Management Experience: Since 2014
Check the background of this investment professional on FINRA’s BrokerCheck.