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 @ UBS Group AG
2019 - 2024 Managing Director | Head of Investment Platform and Portfolio Management | Goldman Sachs and Ayco @ Goldman Sachs
2013 - 2019 COO and Portfolio Manager - Portfolio Management Group @ Goldman Sachs

2006 - 2013 Vice President @ Goldman Sachs
2005 - 2006 Junior Portfolio Manager @ Financial Partners Capital Management
2004 - 2005 Private Wealth Associate @ AllianceBernstein
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2002 - 2004 Account Coordinator @ Medco

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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

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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 3 emails and 2 mobile phone numbers on RocketReach.

Daniel Cohen Emails

Found 3 emails

Daniel Cohen Phone Numbers

Found 5 phone numbers

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