Benjamin Bartley-Cohen
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Benjamin Bartley-Cohen Email & Phone Number

Financial Advisor Trainee at UBS
Location: South Salem, New York, United States 6 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
UBS
Role
Financial Advisor Trainee
Location
South Salem, New York, United States
Company size
118049 employees

Who is Benjamin Bartley-Cohen? Overview

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Quick answer

Benjamin Bartley-Cohen is listed as Financial Advisor Trainee at UBS, a company with 118049 employees, based in South Salem, New York, United States. AeroLeads shows a matched LinkedIn profile for Benjamin Bartley-Cohen.

Benjamin Bartley-Cohen previously worked as Analyst at Investorcom and Vice President of Judicial Affairs at Olami Jbiz. Benjamin Bartley-Cohen holds Business Administration And Management, General from Binghamton University.

Company email context

Email format at UBS

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UBS

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Profile bio

About Benjamin Bartley-Cohen

My name is Benjamin Bartley-Cohen, and I am from South Salem, New York. I am currently a senior at Binghamton University, pursuing a degree in Business Administration with a concentration in Finance. I am passionate about the world of finance, particularly in the areas of investment analysis, portfolio management, and financial planning. I previously interned at UBS Wealth Management, where I gained hands-on experience conducting comprehensive investment analyses, managing client portfolios, and collaborating with senior advisors to develop customized financial plans. My role focused on aligning investment strategies with clients’ unique financial goals, ultimately optimizing portfolio performance. This opportunity allowed me to deepen my understanding of financial markets and sharpen my analytical and strategic thinking skills. In addition to my professional experience, I am actively involved in several campus organizations, including the Binghamton Sports Management Group, Economics Club, and the Finance Society. I am also a proud member of Alpha Epsilon Pi, where I continue to build leadership and teamwork skills. I am committed to continuous learning and professional development, and I am eager to bring my passion for finance, strong work ethic, and analytical mindset to future opportunities.

Current workplace

Benjamin Bartley-Cohen's current company

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UBS
Ubs
Financial Advisor Trainee
South Salem, NY, US
Website
ubs.com
Employees
118049
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Company profile
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6 roles

Benjamin Bartley-Cohen work experience

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Financial Advisor Trainee

Ubs

South Salem, NY, US

Vice President Of Judicial Affairs

Current
Olami Jbiz

Binghamton University Chapter

  • Develop and implement policies and procedures to maintain a secure and equitable campus community.
  • Facilitate resolution processes for disciplinary matters, promote fairness, and foster a supportive learning environment.
  • Ensure compliance with legal standards, conduct thorough investigations, and collaborate with legal professionals to uphold the organization's ethical standards.
  • Design and execute educational initiatives to enhance awareness of campus policies, and promote responsible behavior among students, faculty, and staff.
Oct 2023 - Present

Wealth Management Intern

Ubs

Westport, Connecticut, United States

  • Conducted comprehensive investment analyses and financial goal evaluations, aligning strategies with clients’ objectives to optimize portfolio performance
  • Partnered with senior advisors to develop and present customized financial plans, incorporating advanced modeling techniques and market research insights
  • Engaged in continuous professional development, participating in industry seminars and leveraging financial software to enhance analytical skills and regulatory compliance knowledge
May 2024 - Aug 2024

Volunteer Intern, Department Of Intergovernmental Relations

Westchester County

White Plains, New York, United States

  • Researched complex county policy issues to inform county employees on budgeting, tax, and grant matters, enhancing organizational decision-making and strategic planning capabilities
  • Collaborated with a team to collectively communicate with registered voters to inform them of specific policy positions of candidates for county government, provide necessary voting information, and encourage.
  • Participated in meetings and workshops with government officials, stakeholders, and industry experts to gather insight and perspectives
Jun 2023 - Aug 2023

Legal Assistant

Finkelstein & Partners, Llp

Newburgh, New York, United States

  • Prepared detailed notes during client meetings to maintain appropriate points of reference for counsel to formulate a coherent methodology based on the requirements of each client
  • Categorized and organized legal materials physically at the Westchester Supreme Court and within the proprietary electronic database, including but not limited to pleadings, discovery, and trial documents
  • Contacted clients and opposing counsel to schedule meetings and attended said meetings to assist in forwarding relevant discovery to appropriate counterparties in accordance with standard legal procedures
May 2021 - Aug 2021
Team & coworkers

Colleagues at UBS

Other employees you can reach at ubs.com. View company contacts for 118049 employees →

AS Akshay Sugandhe Akshay Sugandhe Colleague at UbsNew York, New York, United States, United States View → MS Manasa Sunchu Manasa Sunchu Colleague at UbsHyderabad, Telangana, India, India View → NR Nadia Rasetti Nadia Rasetti Colleague at UbsZurich, Switzerland, Switzerland View → MK Monika Krause Monika Krause Colleague at UbsZurich, Zurich, Switzerland, Switzerland View → AL Antonio Londino Antonio Londino Colleague at UbsZurich, Switzerland, Switzerland View → PR Pilar Rocafort Pilar Rocafort Colleague at UbsLondon, England, United Kingdom, United Kingdom View → ST Scott Taylor Scott Taylor Colleague at UbsDenver, Colorado, United States, United States View → MK Manish Kaware Manish Kaware Colleague at UbsNew York, New York, United States, United States View → FS Fiskani Sikwese Fiskani Sikwese Colleague at UbsMalawi, Malawi View → 嘉 嘉宏簡 嘉宏簡 Colleague at UbsTaoyuan City, Taoyuan City, Taiwan, Taiwan, Province Of China View →
1 education record

Benjamin Bartley-Cohen education

FAQ

Frequently asked questions about Benjamin Bartley-Cohen

Quick answers generated from the profile data available on this page.

What company does Benjamin Bartley-Cohen work for?

Benjamin Bartley-Cohen works for UBS.

What is Benjamin Bartley-Cohen's role at UBS?

Benjamin Bartley-Cohen is listed as Financial Advisor Trainee at UBS.

Where is Benjamin Bartley-Cohen based?

Benjamin Bartley-Cohen is based in South Salem, New York, United States while working with UBS.

What companies has Benjamin Bartley-Cohen worked for?

Benjamin Bartley-Cohen has worked for Ubs, Investorcom, Olami Jbiz, Westchester County, and Finkelstein & Partners, Llp.

Who are Benjamin Bartley-Cohen's colleagues at UBS?

Benjamin Bartley-Cohen's colleagues at UBS include Akshay Sugandhe, Manasa Sunchu, Nadia Rasetti, Monika Krause, and Antonio Londino.

How can I contact Benjamin Bartley-Cohen?

You can use AeroLeads to view verified contact signals for Benjamin Bartley-Cohen at UBS, including work email, phone, and LinkedIn data when available.

What schools did Benjamin Bartley-Cohen attend?

Benjamin Bartley-Cohen holds Business Administration And Management, General from Binghamton University.

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