Paul Cohn
Senior Wealth Advisor Director, at Fulton Private Bank
- Role
- Senior Wealth Advisor Director at Fulton Financial Advisors
- Location
- Reading, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Paul Cohn
Specialties: Certified Investment Management Analyst
Experience
Senior Wealth Advisor Director
Mar 2023 — Present
Education
NYU Stern School of Business
MBA, Finance
1985 — 1987
Drexel University's LeBow College of Business
BS, Accounting and Finance
1976 — 1980
Skills
- Portfolio Management
- Financial Services
- Private Wealth Management
- Asset Management
- Asset Allocation
- Private Banking
- Mutual Funds
- Equities
- Investment Strategies
- Series 7
- Series 63
- Estate Planning
- Banking
- Credit
- High Net Worth Individuals
- Investment Management
- Wealth Management
- Investments
- Strategic Financial Planning
- Financial Planning
- Securities
- Asset Managment
- Wealth Management Services
- Retirement Planning
- Alternative Investments
- Hedge Funds
- Investment Advisory
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