Meet the Greater NY team
Territory: CT, NYC, Long Island
Glen Cohen has had an extensive career in the wealth management industry, being in the business for over two decades. His large focus is developing, recruiting seasoned advisors, promoting growth, and nurturing talent. Throughout his career he developed acquisition strategies to grow advisor base to attract high performers.
Glen has responsibility for partnering with experienced advisors across the Greater NY territory to understand their goals for growth and delivering a differentiated client experience.
Interested in learning more about our organization and discovering how we give you the freedom and flexibility to grow your practice and serve your clients, with the operational support and technology of an established firm behind you?
Email for a confidential discussion
My territory: CT, NYC, Long Island
Meet my internal partner
Jake collaborates closely with the Market Directors in the territory to engage experienced advisors interested in learning more about our supported independence model, while leading and driving sourcing initiatives, answering questions and resolving issues, sharing accountability for success in results and supporting Market Directors in their efforts within the territory.
Interested in learning more?
GE-8781456.1 (02/2026) (Exp. 02/2030)
1345 Avenue of the Americas
New York, NY 10105
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