Jake Cogan

Jake Cogan is the Head of Relationship Management at Flourish Financial, bringing extensive experience in the investment and private wealth management industry. A qualified Senior Associate, Jake has demonstrated a detail-oriented and forward-thinking approach, consistently striving for excellence and client satisfaction. Previously, Jake held roles at Zoe Financial as Director of Client Services and Senior Client Relationship Manager, and at KLS Professional Advisors, LLC as a Senior Associate. Jake’s career began with customer service at H&M Powles Marina and included a Sales Research and Training Internship at Cablevision. Jake earned a Bachelor of Arts in Business, focusing on Markets and Organizations, from the University of Rochester.