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Cohen Investment Advisors Employee Directory

Financial ServicesNew Hampshire, United States2-10 Employees

Cohen Investment Advisors is an independent, registered investment adviser in the financial services sector that provides disciplined, tax-efficient investment management and integrated financial planning for individuals and families. The organization operates with a small professional team to help clients navigate complex financial situations and align wealth with what matters most. As a fiduciary, every recommendation is guided by clients' best interests and coordinated across investing, tax strategy, and planning.

 Clients pursue a long-term partnership built on trust and transparency, with support for today’s priorities and goals around family, legacy, and generational planning. Headquartered in New Hampshire with an office in Massachusetts, the firm serves clients locally and across the United States and around the world.

Find Cohen Investment Advisors employees' phone numbers or email addresses

Cohen Investment Advisors Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Cohen Investment Advisors's Leadership

  • Stylized image of a person
    R. S.
    Investment Analyst Intern
    Mobile Phone
  • Stylized image of a person
    J. P.
    Financial Advisor
    Mobile Phone
  • Stylized image of a person
    P. S.
    Executive Assistant
    Mobile Phone
  • Stylized image of a person
    P. C.
    Mobile Phone

Cohen Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Cohen Investment Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. S.
    Investment Analyst Intern
    Mobile Phone
    United StatesKentucky
    Apr 13, 2026
  • Stylized image of a person
    J. P.
    Financial Advisor
    Mobile Phone
    United StatesMassachusetts
    Nov 05, 2025
  • Stylized image of a person
    P. S.
    Executive Assistant
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    P. C.
    Mobile Phone
    United StatesNew Hampshire
    Oct 23, 2024

Frequently Asked Questions

What is Cohen Investment Advisors known for?

Minus sign iconPlus sign iconCohen Investment Advisors was founded in 2013 operates in the Financial Services industry. Explore Cohen Investment Advisors's company overview page for more information.

What is Cohen Investment Advisors's most common email format?

Minus sign iconPlus sign iconCohen Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cohen Investment Advisors email formats with LeadIQ.

How many employees does Cohen Investment Advisors have currently?

Minus sign iconPlus sign iconCohen Investment Advisors has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Cohen Investment Advisors's key employees and leadership?

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As of August 2026, Cohen Investment Advisors's key employees include:

  • Investment Analyst Intern: R. S.
  • Financial Advisor: J. P.
  • Executive Assistant: P. S.
  • : P. C.

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