Fariborz (Avi) Avi Cohen

Managing Director, Private Client Advisor

Professional Profile

Avi Cohen is a Managing Director and Institutional Client Advisor with Bank of America Private Bank in Los Angeles, California.  He has worked in the financial industry since 1996 starting his career in the consumer bank with Bank of America. Throughout his 25 years with the bank, he has advised high and ultra-high net worth clients, Non-profit Organizations and foundations in Greater Los Angeles. Avi focuses on advising entrepreneurs, real estate investors, families in the art world and foundations. Clients rely on Avi to help facilitate access to the vast resources and strategies of Bank of America.

As a dedicated Institutional Client Advisor, Avi works with high profile clients to design and deliver wealth management strategies aimed at optimizing clients’ net worth and setting long-term investment strategies. He works with clients, their families and their advisors to understand their specific financial goals and objectives while leveraging and coordinating with subject matter experts within Bank of America Private Bank to deliver strategies for the clients based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. Avi helps guide the clients in the following areas of: *asset allocation and investment management, income and estate tax planning strategy, credit advice and guidance, and cash flow management.

With a deep understanding of the institutional market, Avi is well-versed in building consensus at the investment committee and board level. He forms deep client-consultant relationships with Chief Financial Officers, trustees and other key members of investment committees to help them make investment decisions intended to preserve their capital and advance their institutions’ goals. Working together, Avi assists in creating investment policy statements that outline an organization’s asset allocation strategy, portfolio structure and investment objectives

Avi earned his M.B.A. from the University of Southern California.  Community oriented, Avi currently serves on the boards of the Magbit Foundation and Farhang Foundation. He is married with three children and is an avid basketball fan.

 

*Asset Allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

ORGANIZATIONS

  • Farhang Foundation
  • Magbit Foundation

EDUCATION

  • University of California-Irvine
  • USC-Marshall

LANGUAGES

  • Hebrew

Our Team

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

Joanne E Steenson

Private Client Manager

310.785.6003

John J Aylward

Private Client Manager

310.785.6111

Nune Khachatryan

Private Client Manager

310.785.6155

Key Contacts

Taire (Birdie) Hanson

Private Banking Associate II

310.785.6132

Miesha R Carter

Private Banking Associate II

310.785.6163

Alison S. Kim

Private Banking Associate I

310.785.6141

Stella W Pae

Private Banking Associate I

310.785.6031

Mila Arantes

Private Banking Associate I

310.785.6139

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.

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.