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Leaders of Influence: Wealth Managers- AVI COHEN

Custom Content by The Los Angeles Business Journal

 

 

AVI COHEN
Managing Director, Private Client Advisor
Bank of America Private Bank

Avi Cohen is a managing director and private client advisor with Bank of America Private Bank in Los Angeles. He has worked in the financial industry for over 25 years, advising ultra-high net-worth clients and nonprofits across the country on comprehensive wealth management solutions including personalized investment management strategies, income and estate planning, as well as custom credit and banking solutions.

Cohen specializes in working with entrepreneurs, real estate investors, art collectors, operating charities and foundations. He also works with clients, their families and their advisors to understand their specific financial goals and objectives while leveraging and coordinating with subject matter experts within Bank of America Private Bank to deliver strategies for the clients. He consistently ranks as a top wealth manager nationwide amongst over 450 peer advisors in the Private Bank for 16 consecutive years.

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Paola Mendez
Paola Mendez
Paola Mendez graduated from Los Angeles Valley College, then transferred to University of California, and now serves as a Receptionist and Office Assistant to the Los Angeles Business Journal. Paola wears many hats in different departments and is trilingual in English, Spanish and French.
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