image of Joshua Cohen

Joshua Cohen

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Lyn Vo

Lyn Vo

Investment Associate

Anila Buja

Anila Buja

Client Associate


Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Wealth Management Banker

Who we are

The Cohen Investment Group provides comprehensive wealth management services for high and ultra-high net worth investors. Our team specializes in individual portfolio management, retirement and estate planning, legacy strategies and trust services. We work tirelessly to earn our clients trust, grow long-term relationships and create and implement forward-looking financial goal plans. We take great pride in the trust our clients have instilled in us and we are passionate about doing the "right thing" for our clients. This is why we refuse to host seminars, as 100% of our work and effort is focused on existing clients.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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