Yuki Cohen
Profile
Ms. Yuki Cohen is a Portfolio Manager at Berkshire Money Management, Inc.
Prior to joining Berkshire Money Management in August 2014, Ms. Cohen was with Berkshire Bank Wealth Management.
She was also the Vice President at Bank of New York’s Manhattan-based Personal Asset Management team.
At Bank of New York, she specialized in working closely with clients to meet their long term financial needs including estate planning, trust administration and tailoring investment management and asset allocation strategies for individuals and trust relationships.
Ms. Cohen received her BS Accounting degree from Brooklyn College and her MBA from New York University’s Leonard Stern School of Business.
Former positions of Yuki Cohen
| Companies | Position | End |
|---|---|---|
Berkshire Money Management, Inc.
 Berkshire Money Management, Inc. Investment ManagersFinance Berkshire Money Management, Inc. (BMM) is an independent, SEC-registered investment advisor headquartered in Dalton, Massachusetts. The firm was founded by Allen Harris and Stacey Carver in 2001. BMM offers advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business entities. | Portfolio Manager-Equities | - |
Berkshire Bank (Private Banking)
 Berkshire Bank (Private Banking) Investment ManagersFinance Berkshire Bank (Private Banking) (Berkshire Bank-PB) is the private banking division of Berkshire Bank, itself a subsidiary of Berkshire Hills Bancorp, Inc. (NYSE: BHLB). The firm is headquartered in Pittsfield, Massachusetts with offices in Connecticut, Vermont, Pennsylvania, New York, New Jersey and Rhode Island. Founded in 1846, Berkshire Bank-PB provides various private banking solutions to wealthy clients. | Portfolio Manager-Equities | - |
Training of Yuki Cohen
| The Leonard N Stern School of Business | Masters Business Admin |
| Brooklyn College | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Berkshire Bank (Private Banking)
Berkshire Bank (Private Banking) Investment ManagersFinance Berkshire Bank (Private Banking) (Berkshire Bank-PB) is the private banking division of Berkshire Bank, itself a subsidiary of Berkshire Hills Bancorp, Inc. (NYSE: BHLB). The firm is headquartered in Pittsfield, Massachusetts with offices in Connecticut, Vermont, Pennsylvania, New York, New Jersey and Rhode Island. Founded in 1846, Berkshire Bank-PB provides various private banking solutions to wealthy clients. | Finance |
Berkshire Money Management, Inc.
Berkshire Money Management, Inc. Investment ManagersFinance Berkshire Money Management, Inc. (BMM) is an independent, SEC-registered investment advisor headquartered in Dalton, Massachusetts. The firm was founded by Allen Harris and Stacey Carver in 2001. BMM offers advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business entities. | Finance |
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