Led by our Founder, Steven Cohen, CFP, CPA/PFS, Gold Coast Advisors utilizes a unique, institutionally-oriented approach to develop comprehensive wealth management solutions for our clients needs.
Mr. Cohen has 20 years of experience servicing clients and building wealth management businesses. As President and Co-founder of eFrontiers, Mr. Cohen built a pioneering, globally recognized online wealth management platform for institutional and high net worth investors.
Prior to eFrontiers,
Mr. Cohen was a senior executive with
Morgan Stanley Institutional, responsible for global
products and marketing. He has also been
a member of the management team at
Prudential Investments and Lehman
Mr. Cohen received his Certified Financial Planner designation in 1993 and his Certified Public Accountant designation in 1989. He holds a BS from the University of Buffalo and an MBA in Finance from New York University.