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Daniel Cohen Email & Phone Number
Head of Investment Solutions, Americas | CIO Americas
at
UBS
1 work email found
@gs.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Investment Solutions, Americas | CIO Americas
Location
New York, New York, United States
Company size
Who is Daniel Cohen? Overview
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Quick answer
Daniel Cohen is listed as Head of Investment Solutions, Americas | CIO Americas at UBS, a company with 28 employees, based in New York, New York, United States. AeroLeads shows a work email signal at gs.com and a matched LinkedIn profile for Daniel Cohen.
Daniel Cohen previously worked as Managing Director | Head of Investment Platform & Portfolio Management | Goldman Sachs / Ayco at Goldman Sachs and COO / Portfolio Manager - Portfolio Management Group at Goldman Sachs. Daniel Cohen holds Ba, International Relations from Colgate University.
Company email context
Email format at UBS
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{first}.{last}@gs.com
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AeroLeads found 1 current-domain work email signal for Daniel Cohen. Compare company email patterns before reaching out.
Profile bio
About Daniel Cohen
Dan's background is in delivering multi-asset class portfolio management solutions for clients including investment platform design, portfolio construction, consistent strategic / tactical implementation, and ongoing monitoring / strategy oversight.
Listed skills include Portfolio Management, Fixed Income, Trading, Equities, and 14 others.
Current workplace
Daniel Cohen's current company
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Ubs
8 roles
Daniel Cohen work experience
A career timeline built from the work history available for this profile.
Head Of Investment Solutions, Americas | Cio Americas
Current
Jun 2024 - Present
Managing Director | Head Of Investment Platform & Portfolio Management | Goldman Sachs / Ayco
- Lead organization of over 20 employees responsible for delivering the investment platform for the Goldman Sachs high net worth channel.
- Investment integration lead on 2019 acquisition of 3rd party wealth manager, United Capital Financial Advisors (UCFA).
- Focus includes developing consistent strategic asset allocation strategy, investment catalog design, and portfolio construction for a multi-custodial platform.
- Work alongside Investment Strategy Group (ISG) and the Alternative Investments & Manager Selection (“AIMS”) Group in an effort to build scalable managed strategies for various client segments. These centralized.
- Investment oversight responsibilities include: 1.) Goldman Sachs PFM - $32 bln in assets across over 23,000 high net worth client accounts. 2.) Ayco - $20 bln in centrally managed high net worth assets on behalf of a.
Jul 2019 - Jun 2024
Coo / Portfolio Manager - Portfolio Management Group
- Chief Operating Officer (COO) and Portfolio Manager of the US Portfolio Management Group (PMG), which provides discretionary multi-asset class solutions on behalf of institutional investors. Team focuses on customized.
- Assets under management totaled $20 bln in awarded assets.
- Oversight responsibility for all client/portfolio management activities including initial investment, cashflows, rebalancing, and ongoing trading. Ensured portfolios were within prescribed parameters consistent with.
- Worked alongside Chief Investment Officer to develop strategy/deployment options. Managed team of traders, analysts, and operations specialists.
- Member of US PMG Investment Committee, a chartered committee overseeing risk, asset allocation, and implementation.
- Worked alongside Compliance and Legal in negotiating Investment Management Agreements.
Aug 2013 - Jul 2019
Vice President
- Fixed Income Sales Trader / Portfolio Manager (Municipal Fixed Income)
- Portfolio manager for $18.5 bln fee-based discretionary municipal bond platform. Responsible for setting portfolio strategy including duration, credit, sector, issuer and other portfolio parameters for separately.
- Lead manager for municipal bond portfolio analytics within the Goldman Sachs & Co. Private Wealth Management (PWM) division. Analysis completed for both prospective and existing PWM clients. Created custom.
- Trading responsibilities included trade execution, crosses, rebalancing portfolios, and implementation of firm strategy.
- Provided sales/marketing support for prospective client situations relating to fee-based municipal advisory services.
- Managed creation and maintenance of marketing materials to promote fee-based advisory services.
Sep 2006 - Aug 2013
Junior Portfolio Manager
Financial Partners Capital Management
Apr 2005 - Sep 2006
Private Wealth Associate
Apr 2004 - Apr 2005
Account Coordinator
Medco
Jun 2002 - Feb 2004
2 education records
Daniel Cohen education
Ba, International Relations
Colgate University
Mba, Finance
Fordham Gabelli School Of Business
FAQ
Frequently asked questions about Daniel Cohen
Quick answers generated from the profile data available on this page.
What company does Daniel Cohen work for?
Daniel Cohen works for UBS.
What is Daniel Cohen's role at UBS?
Daniel Cohen is listed as Head of Investment Solutions, Americas | CIO Americas at UBS.
What is Daniel Cohen's email address?
AeroLeads has found 1 work email signal at @gs.com for Daniel Cohen at UBS.
Where is Daniel Cohen based?
Daniel Cohen is based in New York, New York, United States while working with UBS.
What companies has Daniel Cohen worked for?
Daniel Cohen has worked for Ubs, Goldman Sachs, Financial Partners Capital Management, Alliancebernstein, and Medco.
Who are Daniel Cohen's colleagues at UBS?
Daniel Cohen's colleagues at UBS include Ethan Harro and Flloyd Rewa.
How can I contact Daniel Cohen?
You can use AeroLeads to view verified contact signals for Daniel Cohen at UBS, including work email, phone, and LinkedIn data when available.
What schools did Daniel Cohen attend?
Daniel Cohen holds Ba, International Relations from Colgate University.
What skills is Daniel Cohen known for?
Daniel Cohen is listed with skills including Portfolio Management, Fixed Income, Trading, Equities, Bonds, Hedge Funds, Capital Markets, and Portfolio Analysis.
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