Ross Cohen, CFP, joins Bartlett Wealth Management as a Wealth Advisor. He brings over eight years of experience in investments, tax planning and estate planning. Ross works with clients to help align personal finances and investments to their goals and values. Cohen earned his Bachelor of Science degree from the University of Illinois and holds a Certified Financial Planner license. Bartlett is a Registered Investment Advisor serving individuals, families, foundations, and retirement plans. The firm, with offices in Cincinnati and Chicago, manages assets in excess of $7 billion.
Ross Cohen, Bartlett Wealth Management
This post was originally published on this site