Chad Cohen

Wealth Manager, J.P. Morgan Wealth Management

New York

Industry Accolades

Best-in-State Wealth Management Teams
Forbes, 2023

Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/12/23). Data as of 3/31/22.Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Chad Cohen

Wealth Manager, J.P. Morgan Wealth Management

New York

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Wealth Management Experience Since 2014
Chad Cohen is a Senior Vice President and Wealth Manager with J.P. Morgan Wealth Management. Mr. Cohen joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Cohen was a Wealth Manager at First Republic since 2019. Prior to joining First Republic Mr. Cohen was an Associate Vice President with Wells Fargo Advisors. He began his career at Credit Suisse in 2014. Mr. Cohen works with wealthy individuals and families providing comprehensive financial planning and risk-based investment 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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