Avi Cohen Sr. Vice President - Private Client Advisor - US Trust, Bank of America Private Wealth Managment
Avi Cohen is a Private Client Advisor at US Trust, Bank of America Private Wealth Management. He has been in the financial industry for over 15 years assisting the affluent clients of Bank of America with their financial needs. Avi has earned the trust and respect of his peers and has built a notable client base of wealthy individuals, families and foundations who rely on him to help deliver the vast resources and solutions of U.S. Trust.
(310)785-6082 (310)785-6177 Fax
2049 Century Park East Los Angeles, CA 90067-3101 -
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As a dedicated Private Client Advisor, Avi works with his clients and their trusted advisors to understand their specific financial goals and objectives while integrating his team of specialists within U.S. Trust to assist in the development of client solutions. Avi and his team are responsible for providing and executing customized holistic wealth management solutions and strategies to high net worth individuals and families, including: estate planning, investment management, specialty assets, capital markets, fixed income, income tax planning, cash management, life insurance, custom liability management, generational wealth transfer, risk mitigation along with fiduciary and custody applications.
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Charities
Magbit, PAL, City of Hope Real Estate Division.
College Degrees
Honors Political Science & Psychology.
Speaking/Teaching
Experience
Teach a credit class within Bank of America to new associates.
