Daniel Cohen

About Daniel Cohen

Daniel Cohen, CFP®, is the founder of Cohen Investment Advisors, an independent registered investment advisory firm he established in 2013. With more than 30 years of experience in investment management and financial advising, Daniel brings a steady, disciplined perspective to helping clients navigate complex financial decisions. Prior to founding Cohen, he served as Vice President and Senior Portfolio Manager at both UBS Financial Services and Morgan Stanley.As a fiduciary, Daniel has worked with hundreds of clients to thoughtfully manage their wealth while also leading the firm as CEO and Chief Investment Officer. The firm’s growth has been driven primarily by client referrals, reflecting long-standing relationships built on trust, clarity, and results. Today, Daniel advises a diverse client base across the United States and internationally, including clients in the Caribbean, Europe, and Israel.Daniel is a frequent contributor to financial publications, with articles appearing in the New Hampshire Business Review, Business NH Magazine, and the New Hampshire Union Leader. He also enjoys sharing his perspective through speaking engagements at colleges and business events.Deeply committed to his community, Daniel serves on the boards of the Boys & Girls Club of Manchester and the Derryfield School. He is also past chairman of the Jewish Federation of New Hampshire. He is also an active supporter of youth athletics and local initiatives that strengthen the community he calls home.https://investwithcohen.com/general-disclosures/

Experience

1. Board Member

   The Derryfield School

   Jun 2025 — Present · Manchester, NH, US

Education

• Questrom School of Business, Boston University

  Bachelor of Science in Business Administration, Finance and Accounting

  1987 — 1991