A complete list of active advisors currently associated with Cohen Investment Advisors, LLC

Warmer can help you find a great advisor at Cohen Investment Advisors, LLC or one who fits your needs even better.

Cohen Investment Advisors provides financial planning, consulting, and discretionary investment management to individuals (including high-net-worth clients), pooled investment vehicles, profit sharing plans, trusts, and estates. As of January 16, 2026 the firm reports $259,282,862 in discretionary assets under management across roughly 237 client accounts and generally charges asset-based fees. The firm manages client assets through proprietary, model-based allocations that emphasize individual equity and debt securities, mutual funds, and ETFs, and it blends fundamental analysis with technical and cyclical methods while monitoring accounts on an ongoing basis to align with client risk tolerance and time horizon. Cohen Investment Advisors may also recommend accredited‑investor private placements and engage independent managers for portions of client portfolios. Notably, the firm sponsors and advises a private real estate fund (The Cohen Real Estate Fund II, LLLP) through an affiliated general partner and discloses that the Fund receives an annual audit with audited financial statements provided to investors. The combination of acting as a private fund sponsor, managing pooled investment vehicles, and maintaining a multi‑office presence (five offices) is an uncommon profile among similarly sized advisory firms.

To learn more about the advisors currently working at Cohen Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Cohen	Bedford, NH	32
Tiffany Donegan	Bedford, NH	1
James Perry	Bedford, NH	6

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