Matt Cohen
Analyst-Equity bei West Financial Services, Inc.
Profil
Mr. Matt Cohen is a Relationship Manager & Senior Portfolio Manager at West Financial Services, Inc. He joined West Financial in October 2015, his primary responsibilities include portfolio review and analysis.
He has over 15 years of experience in the high-net-worth niche of the financial services industry and leading client facing teams.
He holds a BA in Economics with a concentration in Finance from the University of Maryland, Baltimore County.
Aktive Positionen von Matt Cohen
| Unternehmen | Position | Beginn |
|---|---|---|
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Analyst-Equity | 01.10.2015 |
Ausbildung von Matt Cohen
| University of Maryland Baltimore County | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Finance |
