Michael C. Cohen
Michael joins Summit Trail Advisors as a partner with more than 20 years of wealth management and capital markets experience. Michael and his team work with their clients to implement investment portfolios that reflect each individual client’s goals and objectives. Clients look to him for his thoughtful advice and his expertise in solving problems using the capital markets in his role as a trusted advisor.
Prior to joining Summit Trail, Michael was a Director at Barclays Wealth in New York. He and his team managed upwards of $1 billion of client assets across equity, fixed income, hedge funds and private equity. In this role, he also covered a number of institutional relationships for Barclays. Michael joined Barclays from Lehman Brothers, where he held a similar role. Before working as an advisor, Michael was a senior relationship manager for equity derivative solutions covering high net worth clients and select hedge funds for Lehman. In that role, Michael and his team created tax efficient hedging structures and structured products for the firm’s clients. Before joining Lehman Brothers, Michael was a senior equity salesperson at Wasserstein Perella Securities and held a similar position at J.P. Morgan Securities. In both of those roles, Michael worked with and advised institutional money management firms including Fidelity Investments, State Street Research and Putnam Investments.
Michael resides in Great Neck, New York with his wife Nancy and their two teenage children.
B. A., History, with Distinction, The University of Wisconsin—Madison