At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Alan Cohen is a Managing Director and Private Client Advisor with Bank of America Private Bank in Melville, New York. Alan provides advice and guidance to high-net-worth individuals, business owners, senior executives, and successful families, helping them weigh important decisions about their wealth. He draws on an entrepreneurial and financial background, allowing him to apply the knowledge and insight he has gained from first-hand experience.
High-net-worth clients from diverse paths seek Alan’s assistance, from active wealth builders and busy professionals to those who have already attained substantial success. To each relationship, Alan offers sustained leadership and intensive focus. He builds close-knit relationships that deepen over time, serving as a seasoned guide, a reliable sounding board, and a discreet confidante. Alan also connects clients to a team of locally based specialists, who work in concert to advance client interests, yielding a more cohesive approach to multiple facets of their wealth.
Prior to joining Bank of America Private Bank, Alan spent more than ten years with Capital One Bank, where he was a Director of Private Banking & Wealth Management, as well as Head of Long Island. Earlier in his career, he spent more than a decade as the co-founder, CEO, and Managing Partner of an advertising and media firm that catered to the needs of the Fortune 100. His career also includes tenures as a consultant to the entertainment, digital media, and professional-sports industries.
Alan earned his M.B.A. from George Washington University and his B.S. from Syracuse University.
Raised in Long Island and New York City, Alan is proud to live, work, and volunteer within his community. He is a New York State First Responder and Firefighter.
Alan and his wife have two children and two dogs. In his free time, he likes to watch sports, swim, run, and spend time at the beach. He also enjoys the arts and entertainment opportunities that abound in the New York metropolitan area.
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.