Tiffany Donegan, FPQP®

Operations Manager

Tiffany Donegan is Cohen’s Operations Manager. She plays an integral role in supporting the client experience, bringing a strong foundation in financial services and a client-centered perspective to her work. She works closely with new clients to ensure a smooth, well-coordinated transition to the firm while overseeing the operational and service functions that support clients throughout their relationship. Her focus on organization, responsiveness, and follow-through helps ensure every client experiences a high level of care and consistency.

Prior to joining Cohen Investment Advisors, Tiffany spent seven years at Fidelity Investments and was also a Cohen client for more than five years. That unique perspective gives her a firsthand appreciation for the firm’s personalized approach and commitment to building long-term client relationships.

Tiffany lives in Bedford, New Hampshire with her two children and enjoys traveling with them. She also enjoys hiking and playing the ukulele.

Location

Amesbury, MA

Bedford, NH