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New York

Aaron Cohen

Ph.D.

Senior Wealth Advisor, Portfolio Manager

599 Lexington Ave, 14th Floor, Suite B
New York, NY 10022

Aaron Cohen

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Aaron Cohen

Professional Certifications

  • Ph.D. – Doctor of Philosophy

About Aaron

Aaron has more than three decades of experience and leadership in the finance industry. Prior to joining Focus Partners Wealth after the merger with his former company, GYL Financial Synergies, Aaron was the CEO of Financial Partners Capital Management (FPCM), a New York-based asset & wealth management firm. Besides his management responsibilities, he was responsible for the firm’s investment strategy.

Born in Morocco and raised in Venezuela, Aaron and has been living in the U.S. since 1982. Outside of the office, he enjoys spending time with family, reading, and participating in several sports activities, such as biking, running, and skiing.

Education and Professional Milestones

  • Universidad Catolica (UCAB) - Engineering Degree
  • Instituto de Estudios Superiores de Administracion (IESA) - MBA Degree
  • Wharton School - Master’s Degree and Ph.D. Degree
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