Chad Cohen

Wealth Manager, First Republic Investment Management

New York

Industry Accolades

Best-in-State Wealth Management Teams
Forbes, 2023

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.

Chad Cohen

Wealth Manager, First Republic Investment Management

New York

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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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