![Matt Cohen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Matt Cohen
Analyst-Equity presso
West Financial Services, Inc.
Profilo
Mr. Matt Cohen is a Senior Relationship Manager at West Financial Services, Inc. He joined West Financial in October 2015, his primary responsibilities include portfolio review and analysis.
He has over 15 years of experience in the high-net-worth niche of the financial services industry and leading client facing teams.
He holds a BA in Economics with a concentration in Finance from the University of Maryland, Baltimore County.
Posizioni attive di Matt Cohen
| Società | Posizione | Inizio |
|---|---|---|
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Analyst-Equity | 01/10/2015 |
Formazione di Matt Cohen
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
19
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Finance |
University of Maryland Baltimore County
 University of Maryland Baltimore County Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
