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 about 15 years of financial industry experience, which is further enhanced by the mentorship of his father, Michael, a 50-year veteran of Wall Street. Together they manage well over half a billion dollars. Ben is proud to have been selected as one of Raymond James’ Global Top 50 advisors in 2020, from the more than 8,000 advisors in Raymond James worldwide.
In 2020, Ben was also honored by inclusion in the Financial Times Top 4001 list of advisors nationwide and the Forbes list of Best-In-State Advisors2. Prior to that, Ben was ranked multiple times in On Wall Street’s annual ranking of the top 40 advisors under the age of 40, and in 2016 was ranked 4th.3 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™ professional, 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 currently serves on the board of trustees for Writers’ Theatre in Glencoe, IL, a nationally renowned institution. He 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 downtown Chicago with Aurélia and their children, Émile and Remy and Auggie. 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.
The Raymond James 2020 Global Top 50 is an event that takes place in February 2020. Invitees are selected based on 2019 fiscal year production. There are approximately 50 attendees, though that number may vary based on those who are invited and available to attend the event. Attendance at this event may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for being invited to this event.
1The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT, Ignite Research, and Money-Media, Inc. are not affiliated with Raymond James.
2The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 advisors nominated by their firms, 4,000 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: please visit https://www.forbes.com/best-in-state-wealth-advisors
3Each 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.