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Jay Cohen

President and CEO Cohen Capital Management.

Jay Cohen is the President and CEO of Cohen Capital Management, Inc., a financial investment advisory firm he founded in June 1995.12 Based in Belvedere Tiburon, California, Cohen has over 30 years of experience in the financial industry.12

Professional Background

  • Current Role: President and CEO at Cohen Capital Management, Inc. since June 19951
  • Previous Experience:
    • Board of Director at BayGroup International (May 2000 - March 2013)1
    • Director at Merrill Lynch (1988 - 1995)1
    • CPA at Peat Marwick (July 1984 - July 1986)1

Education

  • MBA from Northwestern University's Kellogg School of Management (1988)2
  • B.A. in Business Economics from UC Santa Barbara (1984)2

Expertise

Cohen Capital Management, Inc. specializes in investment advice, offering services such as financial planning and portfolio management for individuals, small businesses, and institutional clients.3 The firm has been in business since 1995 and is headquartered in Corte Madera, CA.3

Additional Information

Jay Cohen is proficient in Spanish and has native or bilingual proficiency in English.1 He was also a member of the UCSB Northern California Campaign Committee in 2011.2

Highlights

Aug 6 · halewisdom.com
COHEN CAPITAL MANAGEMENT, INC. Top 13F Holdings
Jun 14 · aum13f.com
Cohen Capital Management Inc - AUM 13F
Apr 4 · acg.org
Member Profile - Jay Cohen | ACG Orlando
Cohen Capital Management Inc - Corte Madera, CA Firm Profile

Related Questions

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Jay Cohen
Jay Cohen, photo 1
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Location

Belvedere Tiburon, California, United States