Joel Cohen, CFA
Credentials: BS Economics (2013)
Joel is a financial analyst working within Merrill Lynch’s Private Wealth Management group in Chicago, where he provides wealth and investment management services to ultra-affluent individual and institutional clients. His primary responsibilities include researching equity & fixed income managers, asset allocation modeling, trade execution, account rebalancing, and portfolio performance tracking.
Joel graduated from UW-Madison in 2013 with a double major in economics and political science. He was heavily involved with ESA during his time on campus, serving as club President in 2012. In his spare time, Joel enjoys staying up to date on market news, playing rugby, attending live concerts, and cheering on the Badgers. Joel holds the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Society of Chicago.