Spaces
Chase Cohn is a seasoned finance professional with experience in client advisory and entrepreneurship. Currently serving as Co-Founder at Spaces since October 2024, Cohn previously held the role of Associate Client Advisor at Bessemer Trust from September 2022 to October 2024. Cohn completed studies at Florida State University, enhancing a strong foundation in financial services.
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Spaces
At Spaces, we’re redefining how financial advisors manage their operations and deliver exceptional client experiences. Our platform leverages AI-driven tools to streamline firm operations, empowering advisors to focus on what truly matters—building relationships and driving results. With Spaces, tedious administrative tasks become effortless. From AI-powered notetaking and meeting summaries to action items and automated workflows, we provide the tools advisors need to stay organized, efficient, and client-focused. Join us on our mission to streamline financial advisory operations with AI. Let’s connect and explore how Spaces can elevate your practice!