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.