Jeffrey M. Cohen
SENIOR ADVISOR

212-993-7435  |  jcohen@tagfingroup.com  |  Download vcard

Jeffrey Cohen is a Managing Director at TAG Financial Institutions Group, LLC with more than 15 years of investment banking experience in the insurance industry. Prior to joining TAG Financial, Jeffrey was a Managing Director at StoneRidge Advisors where he was responsible for sourcing and executing insurance industry investment banking assignments. Prior to Stoneridge, Jeffrey was a Managing Director at Oppenheimer & Co. where he originated and executed a broad range of capital raising and merger and acquisition transactions across the Life, P&C and Reinsurance sectors. Before joining Oppenheimer, Jeffrey was a Managing Director at Deloitte & Touche Corporate Finance, LLC and Vice President at ABN AMRO focused on investment banking transactions to the insurance industry.

Jeffrey has an MBA from NYU’s Stern School of Business and a BBA from Temple University.

Jeffrey is a Registered Representative of and Securities are offered through Ashland Securities, LLC Member FINRA SIPC. TAG Financial Institutions Group, LLC and Ashland Securities, LLC are separate and unaffiliated entities.