Matt Cohen

Analyst-Equity at

West Financial Services, Inc.

Finance

Consumer Services

Profile

Mr. Matt Cohen is a Senior Relationship Manager at West Financial Services, Inc. He joined West Financial in October 2015, his primary responsibilities include portfolio review and analysis.
He has over 15 years of experience in the high-net-worth niche of the financial services industry and leading client facing teams.
He holds a BA in Economics with a concentration in Finance from the University of Maryland, Baltimore County.

Matt Cohen active positions

Companies	Position	Start
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments.	Analyst-Equity	01/10/2015

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Private companies	2
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments.	Finance
University of Maryland Baltimore County University of Maryland Baltimore County Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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