Benjamin Bartley-Cohen

Benjamin Bartley-Cohen Email and Phone Number

Financial Advisor Trainee @ UBS
South Salem, NY, US
Benjamin Bartley-Cohen's Location
South Salem, New York, United States, United States
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.

Benjamin Bartley-Cohen's Current Company Details
UBS

Ubs

View
Financial Advisor Trainee
South Salem, NY, US
Website:
ubs.com
Employees:
118049
Benjamin Bartley-Cohen Work Experience Details
  • Ubs
    Financial Advisor Trainee
    Ubs
    South Salem, Ny, Us
  • Investorcom
    Analyst
    Investorcom
    South Salem, Ny, Us
  • Olami Jbiz
    Vice President Of Judicial Affairs
    Olami Jbiz Oct 2023 - Present
    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.
  • Ubs
    Wealth Management Intern
    Ubs May 2024 - Aug 2024
    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
  • Westchester County
    Volunteer Intern, Department Of Intergovernmental Relations
    Westchester County Jun 2023 - Aug 2023
    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 attendance at campaign events● Participated in meetings and workshops with government officials, stakeholders, and industry experts to gather insight and perspectives
  • Finkelstein & Partners, Llp
    Legal Assistant
    Finkelstein & Partners, Llp May 2021 - Aug 2021
    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

Benjamin Bartley-Cohen Education Details

Frequently Asked Questions about Benjamin Bartley-Cohen

What company does Benjamin Bartley-Cohen work for?

Benjamin Bartley-Cohen works for Ubs

What is Benjamin Bartley-Cohen's role at the current company?

Benjamin Bartley-Cohen's current role is Financial Advisor Trainee.

What schools did Benjamin Bartley-Cohen attend?

Benjamin Bartley-Cohen attended Binghamton University.

Who are Benjamin Bartley-Cohen's colleagues?

Benjamin Bartley-Cohen's colleagues are Zsolt Füri, Lukas Feldhoff, Vishal Redhu, Serge Affognon, Tomasz Dudzik, Ajay Punjabi, Marina Karlsson.

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