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Jeffrey M. Cohen - Senior Advisor at TAG Financial Institutions Group, LLC
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.

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Securities are offered through Ashland Securities, LLC Member FINRA SIPC.  Please refer to BrokerCheck for more information about Ashland Securities, LLC. TAG Financial Institutions Group, LLC and Ashland Securities, LLC are separate and unaffiliated entities.
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