Cohen & Associates

Private Wealth Advisor
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We know that your level of wealth demands both the broad resources of a global institution and highly personalized attention. We work with a select few individuals and families, taking the time to understand your situation thoroughly and offer thoughtful, customized strategies.

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Leigh E Cohen

Leigh E Cohen

Managing Director

Private Wealth Advisor

212.418.2811
Joseph D Waterman

Joseph D Waterman

Officer

Private Wealth Analyst Investments

212.418.2815
Daniel A Green

Daniel A Green,

Assistant Vice President

Private Wealth Analyst Relationship Management

212.418.2814
Lomi  Vangruber

Lomi Vangruber

Private Wealth Associate

212.418.2812
Yulie  Reyes

Yulie Reyes

Private Wealth Associate

212.418.2816
Carla J Tisi

Carla J Tisi

Private Wealth Associate

212.418.2804

Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

Cohen and Associates

Cohen & Associates is a nationally recognized private wealth management team focused on providing customized strategies and personalized attention to a limited number of wealthy families and institutions. For more than 25 years as part of the Merrill Lynch Private Banking & Investment Group, Leigh has helped a select group of high net worth clients grow and preserve assets, allowing them to pass their wealth to successive generations and create lasting legacies. He works with corporate executives, company founders, families, family offices, and foundations. Cohen & Associates is responsible for the oversight of over $10 billion in client assets as of 12/2018.

Accolades

Cohen & Associates has been recognized by the following publications: 

Leigh Cohen:
The Top 100 Financial Advisors by Barron’s magazine (2016 to 2017) 
The Top 1,200 Financial Advisors by Barron's magazine (2009 to 2017) 
The Top 400 Financial Advisors by Financial Times (2013 to 2017) 
The Top 100 Wirehouse Advisors in America by Registered Rep magazine (2011 to 2016) 
Forbes Top Advisors List (2016 to 2017)



*Source: Barron's "America's Top 100 Advisors" list, April 17, 2017. For more information about the selection criteria, go to Barron's Top Financial Advisors page . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Source: Barron's "America's Top 1,200 Financial Advisors: State-by-State" list, March 6, 2017.  For more information about the selection criteria, go to http://details-he.re/JxcfBM . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.
*Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2017). For more information about the selection criteria, go to http://details-he.re/fWZZLQ .
*Source: Forbes "America's Top 250 Wealth Advisors" list, September 2017. For more information about the selection criteria, go to http://details-he.re/Kp7gMH . Forbes is a trademark of Forbes Media LLC. All rights reserved.
*Source: WealthManagement Magazine’s “Top 100 Wirehouse Advisors in 2016” list, May 1, 2016. For information about the selection criteria, go to http://details-he.re/YmYuUA . WealthManagement Magazine is a trademark of Penton Media, Inc. All rights reserved. 
*The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. 

Our Goal

Cohen & Associates is a world class service organization that coordinates and simplifies the complex financial needs of affluent families.

A Commitment to Service

Merrill Lynch’s Private Banking and Investment Group is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained Private Wealth Advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Let's have a conversation

Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill Lynch and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

Cohen & Associates

Private Wealth Advisors