Chad Cohen

Senior Vice President - Wealth Management

Chad Cohen is a skilled financial professional with extensive experience in wealth management. Having worked as a Financial Advisor at Morgan Stanley from 2001 to 2004 and as a Senior Financial Advisor at Merrill Lynch from 2004 to 2011, Chad has built a solid foundation in the financial services sector. Currently, Chad serves as the Senior Vice President of Wealth Management at UBS Financial Services Inc. and holds a Bachelor of Science in Finance and Banking from the University of Missouri-Columbia, which was obtained in 2001.

Location

Beverly Hills, United States

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