Chad Cohen

Chad Cohen

Wealth Manager, First Republic Investment Management
New York

Chad Cohen

Wealth Manager, First Republic Investment Management
New York
  • Wealth Management Experience Since 2014
    Chad Cohen is a Vice President and Wealth Manager at First Republic Investment Management. Prior to joining First Republic in 2019, Mr. Cohen was an Associate Vice President with Wells Fargo Advisors. He began his career in 2014 at Credit Suisse. Mr. Cohen works with high and ultra high net worth individuals and families by providing comprehensive financial planning which includes customized investment management and insurance solutions.
  • Community Involvement
    Mr. Cohen has supported his local community and was a past member and treasurer of the Israel Cancer Research Fund's Visions Board.
  • Professional Designation
    Mr. Cohen is a CERTIFIED FINANCIAL PLANNER™ professional.
  • Education
    Mr. Cohen earned his Bachelor of Science in Business Administration from the University of Rhode Island and an MBA from Cornell University's Johnson Graduate School of Management.
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