Knowledge

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.

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.