Let's move forward. Together.

Cohen Wealth Management

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Co-workers

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Chad

    Chad Cohen

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    Chad has over 20 years of wealth management experience and focuses on multigenerational planning—helping his clients with retirement, education, insurance and wealth transfer strategies. Chad’s expertise is in helping clients develop and execute strategies to meet their business and personal wealth management objectives with a particular focus on wealth preservation and income-generating strategies. He works closely with each of the team’s clients and their other trusted advisors to reduce volatility, promote consistency and simplify the complexity of clients’ financial decisions.

    Chad is originally from St. Louis, MO. He began his career as a financial advisor at Morgan Stanley in Clayton, MO after graduating from the University of Missouri, Columbia with a B.S. in finance and banking in 2001. In 2005 Chad joined the Global Private Client Group at Merrill Lynch in Beverly Hills, CA. He continued to build his practice at Merrill before being recruited in November of 2011 to move to UBS Financial Services Inc. in Beverly Hills, CA.

    Chad holds the Charted Retirement Planning Counselor (CRPC®) designation from College for Financial Planning. He and his wife live in Los Angeles with their two children. Chad is actively involved with Financial Executives International (FEI), Professional in Human Resources Association (PIHRA), Association for Corporate Growth (ACG), and Sigma Chi Alumni. When Chad is not working, he enjoys running, working-out, and spending time with family and friends.

    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        Lending services
        Retirement planning
        Estate planning strategies
        Exit planning
        Alternative investments
        401(k) plan services
        Sustainable investing
        Business owners
        131 South Rodeo Drive
        Suite 300
        Beverly Hills, CA 90212
        chad.cohen@ubs.com
        Chad Cohen
        131 South Rodeo Drive,Beverly Hills,CA,90212
      • Jeanette

        Jeanette Jacobson

        Client Associate

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        • CA
        • FL
        • IL
        • NV
        • NY
        • OR

        Jeanette grew up in Northern Sweden. While working and studying in the United Kingdom she improved her English skills. She also spent time travelling the world before landing in the US. Jeanette started her career in the Financial Services Industry in 1993 with Oppenheimer & Company.

        As part of The Cohen Wealth Management team, Jeanette is responsible for the operational needs of the team including securities transactions, cash management, and account administration. With her upbeat attitude and attention to detail, Jeanette provides an efficient streamlined experience to ensure clients meet their goals. Jeannette is a senior registered client service associate and holds professional licenses Series 7, 63 and 66.

        For more than a decade Jeanette has served as a board member for the American Youth Soccer Association. Jeanette enjoys playing soccer and coaches teams ranging from age 5 – 18 years old and has refereed numerous games. She is an active member of her neighborhood HOA where she publishes a monthly newsletter to keep residents abreast of events and each other. She resides in Los Angeles with her husband and 2 German Shepherds.

              150 Second Avenue North
              Suite 1000
              Saint Petersburg, FL 33701
              jeanette.jacobson@ubs.com
              Jeanette Jacobson
              150 Second Avenue North,Saint Petersburg,FL,33701
            • Leland

              Leland King

              Wealth Planning Associate

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              • CA

              Capitalizing on a life-long interest in finance, Leland has recently joined UBS as a Wealth Planning Analyst. In this role, Leland leverages his love of conversation and natural curiosity together with his passion for helping people to promote and develop Financial Planning for clients and prospects.

              Leland is a former men’s Professional Basketball player for the NBA G League as well as Professional teams in Finland, Bosnia, and Australia. This was a continuation of his collegiate basketball career which began at Brown University, continued at University of Nevada, Reno where he graduated with a Bachelor’s in General Business and ended at UC Santa Barbara where he recently completed his Master’s in Education.

              A former high school basketball coach to his alma mater, Brentwood School. Leland is the eldest of four children and in his spare time enjoys traveling the world, discovering new parks, yoga, guitar lessons, and of course, basketball.

                    1999 Avenue of the Stars
                    36th Floor
                    Los Angeles, CA 90067
                    leland.kingii@ubs.com
                    Leland King
                    1999 Avenue of the Stars,Los Angeles,CA,90067
                  • Kevin

                    Kevin Dallahan

                    NMLS #947868

                    Senior Wealth Management Banker, UBS Bank USA

                    Current role and areas of expertise

                    Kevin Dallahan joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering Los Angeles and San Diego, California

                    Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

                    Professional history

                    Kevin began his career in financial services in 2006. Prior to joining UBS, Kevin was a Regional Banking Manager for Charles Schwab in Los Angeles.

                    Education and personal information

                    In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 740172.  He holds his Series 7 and 66 securities licenses.  He also holds a Marketing and Management degree from Saint Joseph’s University, Philadelphia PA.

                    Kevin lives in Los Angeles with his wife and two sons.

                    Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

                  Defining your priorities. Pursuing what matters.

                  Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                  Outlook on interest rates

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                  UBS and Credit Suisse—stronger than ever

                  Global Wealth Report 2024

                  Crafted wealth intelligence

                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                  Gain additional insights into the trends shaping wealth in the US and around the world.

                  Download the report

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.8+ trn

                  UBS Group invested assets
                  As of 03/31/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

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