Lee B. Cohn
Managing Director, Wealth Management Senior Portfolio Management Director Lending Specialist Wealth Advisor at Morgan Stanley
- Role
- Managing Director, Wealth Management Senior Portfolio Management Director Lending Specialist at Morgan Stanley
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Lee B. Cohn
Our team works together to develop a customized financial experience to deliver a small…
Experience
Managing Director, Wealth Management Senior Portfolio Management Director Lending Specialist
Jan 2000 — Present
Lee is a Managing Director, Wealth Management, Senior Portfolio Management, Lending Specialist, Wealth Advisor. Lee\'s focus includes customized asset allocations and portfolio management. Lee works closely with clients to analyze their individual financial profile and provide realistic solutions for their long-term financial goals. Lee has worked in the financial services industry since 1985. After five years with Prudential Securities as a Senior Vice President, Lee came to Morgan Stanley in He graduated from the University of Illinois in 1983 with a B.A. in economics.© 2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: allocation does not guarantee a profit or protect against a loss in a declining financial market.
Education
University of Illinois at Urbana-Champaign
B.A.
1979 — 1983
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