Henray Cohen
Senior Vice President, Regional Senior Investment Officer at Northern Trust
- Role
- SVP, Regional Senior Investment Officer at BMO Wealth Management - U.S.
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Henray Cohen
As the Regional Senior Investment Officer for Northern Trust’s Southern California…
Experience
SVP, Regional Senior Investment Officer
Nov 2011 — Present · Los Angeles, CA, US
Responsible for overseeing the investment practices for the Los Angeles, Orange County, San Diego, and Santa Barbara markets.• Provide holistic financial advice for wealthy families and individuals, and personally manage over $1 billion in AUM.• Voting member of Northern Trust’s Investment Advisory Committee (IAC), which is responsible for the approval, evaluation, and monitoring of investment solutions used within Northern Trust’s Wealth Management business.
Education
Lund University, Sweden
Study Abroad Program
2007 — 2007
UC Santa Barbara
B.A., Business Economics, Accounting
2005 — 2009
UCLA Anderson School of Management
Master of Business Administration - MBA
2020 — 2023
Skills
- Microsoft Excel
- Finance
- Financial Modeling
- Investments
- Equities
- Bloomberg
- Economics
- Auditing
- Due Diligence
- Fixed Income
- Private Equity
- Hedge Funds
- Wealth Management
- Real Estate
- Financial Reporting
- Portfolio Management
- Valuation
- Mutual Funds
- Financial Analysis
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