Gregg Cohen, MBA

Senior Wealth Advisor, Managing Director

Edwards, CO

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Work Experience

  • Joined MAI in 2024 as a result of the acquisition of LWS Wealth Advisors, where he was Director of Fixed Income and a Wealth Advisor
  • Brings an extensive background in the financial markets with over 25 years of experience as a Fixed Income Trader/Strategist at Credit Suisse First Boston, CIBC, and Cantor Fitzgerald
  • Served as a Financial Advisor at Merrill Lynch and as the Global Fixed Income Business Manager in charge of Interest Rate products for Bloomberg L.P.
  • Uses his market experience to implement a disciplined approach to investment portfolio management and the creation of comprehensive financial plans that cater to the individual needs and specific risk profiles of his clients
  • Previously licensed C.P.A.

 

Life Outside of MAI 

  • Enjoys the great outdoors and lives with his wife in Edwards, Colorado

 

Education

  • New York University, M.B.A.
  • University of Florida, B.S. in Accounting

We look forward to learning about your financial goals.

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