Jeffrey S. Cohen, CFP®

FOUNDING PARTNER

Jeffrey S. Cohen is a co-founder of Siller & Cohen and has over 25 years of experience providing comprehensive wealth management planning services to charitable organizations and high net worth individuals, families and business owners. He is a licensed Continuing Education Instructor, and a frequent lecturer on investment and estate planning topics, including presentations to the Barron’s conference, and Forum 400, an organization of the top estate and business specialists in the country. He has been quoted in The Wall Street Journal, Time Magazine, Financial Planning Magazine and other publications.

Jeff currently lives in Stamford, Connecticut and is active in his community. He is married to Malerie Yolen-Cohen, a freelance travel writer. They have two sons named Ben and Jake.

ACHIEVEMENTS:

• Member of Siller & Cohen’s Investment Committee

• Continuing Education Instructor for CPAs and Attorneys in New York, New Jersey, and Connecticut

• Quoted in the Wall Street Journal, Smart Money, Your Company, Financial Planning Magazine, Money Magazine, FA Magazine, Time Magazine, MarketWatch, Westchester & Fairfield Business Journals

• Former member of the Steering Committee for the Barron’s conference as well as a speaker at their national conference

• Guest Lecturer: Real Estate Board of NY, Rice University, Direct Marketing Association, National Water Association, Newsletter

• Publishers Association, Numerous Charitable Organizations

• Member of Lincoln Financial Advisors/Sagemark Consulting elite "Prestige Planner Program"

• Bachelor of Business Administration

• Committee Chair of Market Access for Lincoln Financial Advisors nationally

• Committee Chair of Lincoln Executive Consulting for Lincoln Financial Advisors nationally