Warren Cohen

Managing Principal and Founder | [email protected]





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 become 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 12 years for the country’s largest cycling fundraising event. His team, Team Big Jon, has raised more than $2 million for the Dana-Farber Cancer Institute in Boston. 

When not cycling, drinking wine, or watching Michigan sports, Warren enjoys playing tennis, cooking, and binge-watching Netflix.

Business Experience Seal


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.