Chief Executive Officer, Chief Investment Officer
Daniel Cohen, CFP®, is Chief Executive Officer and Chief Investment Officer of Cohen Investment Advisors. With more than 30 years of investment experience, he leads the firm’s integrated financial planning and investment management approach, serving individuals, families, business owners, and executives throughout New Hampshire, Massachusetts, across the U.S., and abroad.
Before founding Cohen Investment Advisors, Daniel served as Vice President and Senior Portfolio Manager at UBS Financial Services and Morgan Stanley, advising affluent individuals and families on investment management and wealth planning.
Daniel builds long-term relationships with clients and their families, providing guidance through life’s milestones and across generations.
In recognition of his commitment to clients and the profession, Dan was named to the Forbes Best-in-State Wealth Advisors list in 2024, 2025, and 2026.
Daniel’s passion for financial planning is deeply personal.
“My family and I faced financial challenges during my late teens. That experience inspired my passion for helping others make informed financial decisions, avoid costly mistakes, and build a more confident future through thoughtful planning and objective advice.”
Dan is a frequent contributor to financial publications, including the New Hampshire Business Review, Business NH Magazine, and the New Hampshire Union Leader. He also speaks on financial planning and investment topics at colleges and business events.
Deeply committed to his community, Dan serves on the boards of the Boys & Girls Club of Manchester and The Derryfield School and is a past chairman of the Jewish Federation of New Hampshire. Through Cohen Investment Advisors, he also supports youth athletics and local initiatives that strengthen the community.
Dan earned his degree in Business Administration with a concentration in Finance from the Questrom School of Business at Boston University.
He lives in Bedford, New Hampshire with his wife and their four children. He enjoys family travel, tennis, hiking, fitness, and skiing.
Recognized on the 2024, 2025, and 2026 Forbes Best-In-State Wealth Advisors list.
The awards are based upon the time period of 2024 – April 2026). The Forbes rankings of Best-In-State Wealth Advisors and Next-Gen Wealth Advisors are developed by SHOOK Research, based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven and four years of experience, respectively. The ranking algorithm weighs factors such as revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Cohen Investment Advisors nor any of its Financial Advisors pay a fee in exchange for this award/rating. Cohen utilizes the Forbes logo in its marketing efforts and pays a fee for the use of the logo.
