Daniel Cohen
Chief Executive Officer at Cohen Investment Advisors LLC
Profile
Mr. Daniel Cohen is a Chief Executive Officer & Chief Investment Officer at Cohen Investment Advisors LLC.
He has over 25 years of investment management and financial advisory experience.
Prior to founding Cohen Investment Advisors, he was a Vice President and Senior Portfolio Manager at both UBS Financial Services and Morgan Stanley.
As an independent investment advisor, he has successfully directed his business to enjoy steady growth since its founding in 2013.
He is a graduate of the Questrom School of Business at Boston University where he earned a degree in business administration with a concentration in finance.
Daniel Cohen active positions
Companies | Position | Start |
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Cohen Investment Advisors LLC
Cohen Investment Advisors LLC Investment ManagersFinance Cohen Investment Advisors LLC (Cohen) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bedford, New Hampshire. The firm was founded by Daniel Cohen in 2013. Cohen provides comprehensive financial and investment planning services designed to provide individuals, families, and businesses with a firm foundation for their financial future. | Chief Executive Officer | 2013-09-30 |
Former positions of Daniel Cohen
Companies | Position | End |
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UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 2013-09-30 |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Corporate Officer/Principal | 2008-04-30 |
Training of Daniel Cohen
Questrom School of Business | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Finance |
Cohen Investment Advisors LLC
Cohen Investment Advisors LLC Investment ManagersFinance Cohen Investment Advisors LLC (Cohen) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bedford, New Hampshire. The firm was founded by Daniel Cohen in 2013. Cohen provides comprehensive financial and investment planning services designed to provide individuals, families, and businesses with a firm foundation for their financial future. | Finance |
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