Senior Vice President, Investments
Ben represents the new generation of leadership and decision-making at Cohen Financial Management. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has more than 10 years of financial industry experience, which is further enhanced by the mentorship of his father, Michael, a 40-year veteran of Wall Street.
Ben was recently ranked (2016) fourth in On Wall Street’s annual ranking of advisors under the age of 40.* He serves our clients as a financial advisor and planner, and serves our team as the manager. In addition, he manages the discretionary investment portfolios at our firm.
Ben guides clients through the Goal Planning & Monitoring process to help them bring more clarity and confidence to their financial future. He has the ability to articulate even the most complex financial concepts in a manner that clients can easily understand.
As a CERTIFIED FINANCIAL PLANNER™, Ben will uphold a fiduciary standard and abide by the seven principles of being a CFP®, which include integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
Ben first began working alongside his father in 2006 at Bear Stearns, which became part of JP Morgan in 2008. He earned a bachelor’s degree in musical theatre with a minor in literature from Indiana University.
Before becoming a financial advisor, Ben performed onstage in Chicago and regionally, culminating with a role in the 2004 Broadway revival of “Gypsy” starring Bernadette Peters. His wife, Aurélia, is a theatre producer, general manager and nonprofit consultant, which keeps the couple very involved in the arts in Chicago, New York and Los Angeles.
Ben served for years on the board of the Music Theatre Company of Highland Park. He also volunteered with “Broadway Barks,” an annual charity event in the Broadway community to find permanent homes for kill-shelter animals.
Originally from Deerfield, Illinois, Ben lives in Highland Park with Aurélia and their children, Émile and Remy. In his free time, Ben enjoys cooking with his wife, learning French, traveling, playing sports (softball, tennis, basketball), visiting new restaurants and attending the theatre.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Each year On Wall Street ranks the highest-producing advisers in wealth management who are under 40. Several hundred candidates were considered and 40 were chosen to receive the award. Finalists had to be no older than 39 as of Dec. 31, 2016 and be employed at the wirehouses, regional broker-dealers or boutique wealth management firms. Trailing 12-month production as of 9/30/16 is then used to compile the ranking. AUM may also be taken into account. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. On Wall Street is not affiliated with Raymond James.