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
Brothers.
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.