Cohen & Associates

Private Wealth Advisor
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We know your level of wealth demands both the broad resources of a global institution and 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 Private Wealth Management are rigorously trained to help 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

Daniel A Green

Daniel A Green,

Assistant Vice President

Private Wealth Relationship Manager

Sean  Allen

Sean Allen,

Vice President

Private Wealth Relationship Manager

Yulie  Reyes

Yulie Reyes

Private Wealth Associate

Carla J Tisi

Carla J Tisi

Registered Private Wealth Associate

Tatiana  Madrigal

Tatiana Madrigal

Private Wealth Associate


Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, 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 & Associates

Cultivates Synergistic, Long-Term Relationships

Dedicated to the Long Term Approach
Leigh Cohen has been a Merrill Lynch advisor for more than 27 years.  He is committed to applying his extensive working knowledge of Merrill Lynch’s premier wealth management capabilities and resources in order to meet each Client’s personal expectations and long-term goals. 

The Personalized Attention You Expect and Deserve
Cohen & Associates works with a select number of clients by design to provide high-touch, high-level service, and devotes significant time and resources to every relationship.

Individualized Investment Philosophy and Methodology
Cohen & Associates creates a portfolio that aligns with each clients' individual risk tolerance, liquidity needs, time horizon and long and short-term goals.

Our portfolio objective is to help manage volatility and downside risk while maintaining a steady focus on long term wealth accumulation. We employ portfolio rebalancing on a periodic basis to see that portfolios are properly aligned for risk and return.

Customized Strategies

A Holistic Dynamic Approach

Cohen & Associates believes that wealth management is about more than investing; it's about fulfilling your financial vision.

We spend a significant amount of time talking with you to gain a full understanding of your life situation, financial resources, liquidity needs, risk tolerance, time horizon, concerns, objectives and priorities.  What we learn forms the basis for the investment strategies we propose.  We meet with you regularly to stay apprised of significant personal events and material changes to your finances and may suggest revisions to your strategies, if necessary, to keep them aligned with your aspirations and values.

Assistance With the Many Dimensions of Family Wealth
Many client relationships span several generations.  Cohen & Associates helps wealthy families manage multi-generational wealth planning, including non-investment family dynamics.

Individualized Risk Analysis
Managing risk is a fundamental aspectof our wealth management approach.  Cohen & Associates assesses your personal tolerance for risk and incorporates this into allocation strategies and investment selection.

Extensive Intellectual Capital
A notable strength of Cohen & Associates is our ability to complement and collaborate with your circle of advisors - including accountants, attorneys, business advisors and other professionals - to help integrate the various aspects of your financial life.  We can also coordinate with internal Merrill Lynch and Bank of America specialists to help with private banking, credit and lending, philanthropic services, and trusts and legacy planning.

Specific Services

Exceptional Services Tailored to Individual Needs

With almost three decades at Merrill Lynch, Cohen & Associates understands how to navigate the firm’s extensive resources to address the complex challenges of affluent individuals, families and organizations.

Corporate Executives
Our team has significant experience in advising corporate executives on how to evaluate complex compensation packages, including option and restricted stock grants and non-qualified deferred compensation.  For concentrated stock holdings, we customize strategies to help diversify the portfolio and defend the position against adverse market movements.

High-Net-Worth Families
We prepare thoughtful and effective strategies designed to address the unique needs of high-net-worth families.  Cohen & Associates have extensive knowledge and experience in: 

    - Family communication and legacy planning. 
    - Educating next generation with important money skills. 
    - Strategies to meet the needs of each generation.  
    - Estate Planning Services, Succession Planning.
    - Philanthropic Strategies

Philanthropy and Private Family Foundations
We work in concert with our fully integrated trust company to provide expertise in establishing philanthropic strategies and vehicles to complement your broader wealth management goals.

Family Office Services
We work closely with the Merrill Lynch Family Office to manage the financial complexities of Ultra-High-Net-Worth families to help ensure smooth intergenerational transfer and centralization of asset management activities: 

    - Investment management services
    - Philanthropic management
    - Life management and budgeting
    - Risk management and insurance services
    - Estate and wealth transfer
    - Reporting and record keeping
    - Compliance and regulatory assistance

Educational Programs
We offer educational programs for Clients to enhance their understanding of global markets as well as philanthropy, legacy planning and family dynamics. In addition, we offer programs specifically designed for the next generation in wealth planning and investment strategy.

A Commitment to Service

Merrill Private Wealth Management 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 it and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill 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 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 customized goals-based financial 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 Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial wealth, Merrill Private Wealth Management 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 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 we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

Cohen & Associates

Private Wealth Advisors