Josh Cohen Email & Phone Number
Managing Director, CPFA | Financial Advisor | Senior Portfolio Focus Manager @ RBC Wealth Management
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Josh Cohen Location
- Buffalo Grove, IL, US
Josh Cohen Work
- Managing Director, CPFA | Financial Advisor | Senior Portfolio Focus Manager @ (September 2013 - Present)
- Senior Vice President, CPFA | Financial Advisor, Portfolio Manager @ (November 2013 - Present)
- Financial Advisor, Wealth Manager and Founder and Principal of Cohen Gorenstein @ Raymond James (April 2000 - October 2013)
- Associate Vice President, Financial Advisor @ (May 1996 - March 2000)
- Financial Advisor @ Rodman and Renshaw (May 1994 - July 1996)
Josh Cohen Education
- The University of Kansas 1989-1993
Josh Cohen Skills
- Portfolio Management
- Entrepreneurship
- Outdoors
- Soccer
- Fish Shell
- Basketball
- Customer Service
- Strategic Planning
- Golf
- Tank
Josh Cohen Summary
- Josh Cohen, based in Buffalo Grove, IL, US, is currently a Managing Director, CPFA | Financial Advisor | Senior Portfolio Focus Manager at RBC Wealth Management. Josh Cohen brings experience from previous roles at RBC Wealth Management, Raymond James, Prudential Securities and Rodman and Renshaw. Josh Cohen holds a 1989 - 1993 The University of Kansas. With a robust skill set that includes Portfolio Management, Entrepreneurship, Outdoors, Soccer, Fish Shell and more. Josh Cohen has 2 emails and 2 mobile phone numbers on RocketReach.
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