Daniel Cohen Email & Phone Number
Head of Investment Solutions, Americas | CIO Americas @ UBS Group AG
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Daniel Cohen Location
- New York, NY, US
Daniel Cohen Work
- 2024 -now Head of Investment Solutions, Americas | CIO Americas @
- 2019 -2024 Managing Director | Head of Investment Platform and Portfolio Management | Goldman Sachs and Ayco @
- 2013 -2019 COO and Portfolio Manager - Portfolio Management Group @
- 2006 -2013 Vice President @
- 2005 -2006 Junior Portfolio Manager @ Financial Partners Capital Management
- 2004 -2005 Private Wealth Associate @
- 2002 -2004 Account Coordinator @ Medco
Daniel Cohen Education
- Fordham Gabelli School of Business
MBA (Finance)
2007-2010 - Colgate University
BA (International Relations)
1998-2002
Daniel Cohen Skills
- Series 7, 66, 63
- Portfolio Management
- Portfolio Analysis
- Fixed Income
- Trading
- Client Service
- Client Relationship Building
- Bonds
- Series 7
- Risk Management
- Hedge Funds
- Equities
- Client Services
- CRM
- Securities
- Capital Markets
- Derivatives
- Bloomberg
- Wealth Management
- Capital Management
- Project Management
- Investment Management
- Services
- Financial Analysis
- Financial Services
- Strategy
- Electronic Trading
- Equity Trading
- Low Latency
- Options
- High Frequency Trading
Daniel Cohen Summary
- Daniel Cohen, based in New York, NY, US, is currently a Head of Investment Solutions, Americas | CIO Americas at UBS. Daniel Cohen brings experience from previous roles at Goldman Sachs and Financial Partners Capital Management. Daniel Cohen holds a 2007 - 2010 MBA in Finance @ Fordham Gabelli School of Business. With a robust skill set that includes Series 7, 66, 63, Portfolio Management, Portfolio Analysis, Fixed Income, Trading and more. Daniel Cohen has 4 emails and 2 mobile phone numbers on RocketReach.
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