Warren Cohen, AIF®
Managing Principal and Founder
Warren is passionate about helping people simplify their financial lives so they can focus on enjoying what truly matters to them. He provides clients with sensible guidance and direction through investment management and consulting on the diverse needs of their financial lives.
Warren started his career on the equity options desk at EF Hutton in 1986. He transitioned to a financial advisor at Smith Barney and then joined Bear Stearns Private Client Group as an associate director. Until 2012, Warren was a portfolio manager and financial advisor at JP Morgan Securities, where he customized investment strategies for individuals, families, and small businesses.
Warren and his wife, Barbara, live on the Upper West Side and in Dutchess County, New York. A graduate of the University of Michigan, Warren is a zealous Wolverine fan who cannot be pulled away from the television on Saturday afternoons during the fall. The Cohens have three children.
Prior to his career in financial services, Warren started a mail-order wine-of-the-month club that was sold to a larger specialty food and wine store chain in Detroit. He is still called upon for last-minute wine recommendations from frantic friends in need.
After riding the Pan-Mass Challenge by himself in memory of a friend who lost his battle with cancer, Warren has fielded a team for the past 10 years for the country’s largest cycling fund-raising event. His team, Team Big Jon, has raised nearly $1.25 million for the Dana-Farber Cancer Institute in Boston.
When not cycling, drinking wine, or watching Michigan sports, Warren enjoys playing squash, cooking, and binge-watching Netflix.
Warren Cohen is proud to have been recognized as a Business Experience advisor for 2018—a distinction based on annual production that places him among the top 47 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Zach feels strongly about helping clients achieve their financial goals, taking pride in providing superior customer service to ensure that their needs are continuously met and expectations are exceeded. He enjoys developing strong relationships that improve clients' financial peace of mind and inspire trust. He holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®.
Prior to joining Clearfront Advisory, Zach spent seven years working in a variety of non-governmental and philanthropic positions, including roles at the Rockefeller Foundation, Open Society Foundations, and the Aga Khan Foundation USA. Through these opportunities, he obtained firsthand experience in the management of charitable donations, grants, and cooperative agreements. He continues to be involved in the non-profit sector and serves on the Board of Directors for Powering Potential Inc., an NGO focused on providing schools in Tanzania with solar-powered computers and digital libraries to improve educational outcomes.
Zach lives on the Upper West Side with his wife, Abby, and son, Noah. He graduated from Indiana University with a BA in history and Spanish. He also attended Georgetown University, receiving an MA from its School of Foreign Service. Additionally, Zach served as a Peace Corps volunteer in Romania. He is conversant in Spanish and Romanian.