UPSTREAM Investment Partners, LLC
Colin Cohen is a seasoned financial professional with extensive experience in wealth management and investment advisory services. Currently serving as a Private Wealth Manager at Upstream Investment Partners, LLC since November 2013, Colin has a strong foundation in financial advisory roles, having previously worked as a Financial Advisor at BNI from 2013 to 2015, and as Vice President of Investments at Ameriprise Financial Services, Inc. from November 2008 to January 2013. Colin began a career in finance at AG Edwards as a Financial Advisor, where employment spanned from March 2001 to November 2008. Colin holds a Bachelor of Arts degree in History from The University of Texas at Austin, completed between 1992 and 1995, and attended Vanderbilt University in 1991-1992.
UPSTREAM Investment Partners, LLC
Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform, free from any conflicts of interest. Our select group of financial advisors make decisions in the best interest of their clients without corporate pressure. Upstream Investment Partners uses Sigma Financial Corporation, a member of FINRA and SIPC and a nine time winner of Broker/Dealer of the year, from Investment Advisor Fax Poll, as their Broker / Dealer. Sigma Financial will provide many services for Upstream IP, including back office support, due diligence and compliance oversight.