I'm currently a partner at Siller & Cohen, a boutique family wealth advisory firm located in Rye Brook, New York. Siller & Cohen specializes in providing comprehensive financial solutions to high-net-worth families, business owners, and institutions. I started with Siller & Cohen’s in 2008 as an ...more

I'm currently a partner at Siller & Cohen, a boutique family wealth advisory firm located in Rye Brook, New York. Siller & Cohen specializes in providing comprehensive financial solutions to high-net-worth families, business owners, and institutions. I started with Siller & Cohen’s in 2008 as an intern with a primary focus on Financial Independence Modeling and Estate Planning. After 6 months of working closely with the team, I was asked to join full time. In 2023, I work collaboratively with our clients’ in an effort to construct and maintain a comprehensive financial plan to help ensure that they achieve their most important objectives. Since joining the team I’ve earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Certified Investment Management Analyst® (CIMA®) designation, issued by IMCA in conjunction with the Wharton School of Business. I’m also Life & Health licensed and hold FINRA Series 7 and Series 63 registrations.less