![Adam I. Cohen](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Prior to joining Atlantic Trust, Mr. Cohen was a leveraged loan analyst with Fuji Bank Ltd.
He also served as a credit analyst with Banca de Roma S.p.A.
where he performed in depth analysis of middle and large market capitalization companies.
Mr. Cohen earned his BA from The College of Wooster and MBA, with a concentration in accounting and finance, from Loyola University of Chicago’s Graduate School of Business.
He is a member of the CFA Institute (formerly AIMR), the CFA Society of Chicago (formerly the IASC), and he holds the Chartered Financial Analyst designation.
Former positions of Adam I. Cohen
Companies | Position | End |
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CIBC Private Wealth Advisors, Inc.
![]() CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Analyst-Fixed Income | 2009-05-31 |
Stein Roe Investment Counsel LLC
![]() Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Analyst-Fixed Income | 2003-12-30 |
Experiences
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1st degree connections
1st degree companies
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Linked companies
Private companies | 2 |
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Stein Roe Investment Counsel LLC
![]() Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
CIBC Private Wealth Advisors, Inc.
![]() CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
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