Brett Cohen is a financial advisor with Evolve Private Wealth, LLC in New York, NY, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Merrill, Independent Financial Group, and American Express Company. Outside of his advisory work, he is involved as a member in a venture capital investment entity. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamentally-driven, long-term investment approach, utilizing diversified portfolios composed of low-cost mutual funds, ETFs, individual securities, and alternative investments, along with options and derivative strategies within separately managed accounts.

Luke Mc Grath is a CFP® professional at Evolve Private Wealth, LLC with three years of industry experience. He previously worked at Morgan Stanley & Co. LLC for four years and held roles at Bloomberg L.P. before joining Evolve. Evolve Private Wealth provides wealth management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, and individual securities, with additional strategies including options and alternative investments.