Avi Cohen is a Managing Director and Private 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 27 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.
Also, as a dedicated Institutional Client Advisor, Avi works with high-profile clients to design and deliver wealth management strategies aimed at optimizing their 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, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.