Alex Cohen
About Alex Cohen
Alex Cohen is an Internal Account Executive at SEI in Oaks, Pennsylvania, specializing in business growth initiatives and financial advisory services across the Mid-Atlantic region.
Current Position at SEI
Alex Cohen is an Internal Account Executive at SEI, located in Oaks, Pennsylvania, United States. In this role, Alex manages a territory across the Mid-Atlantic region. He collaborates closely with both a Regional Director and a Managing Director. His responsibilities include overseeing the development and implementation of business growth initiatives as well as marketing plans for independent financial advisors. Additionally, Alex advises on the sale and implementation of SEI's cloud-based advisor technology platform.
Past Experience
Alex Cohen has a diverse professional background, having worked in various roles across different organizations. He was a Marketing Intern at KieranTimberlake for two months in 2019 in the Greater Philadelphia Area. Before this, he served as a Camp Coordinator at the Richie Ashburn Foundation from 2015 to 2017. He also held the position of Head Counselor at William Penn Charter School from 2014 to 2017. These roles provided Alex with extensive experience in leadership, coordination, and marketing.
Educational Background
Alex Cohen holds a Bachelor of Arts (BA) degree in International Business from Dickinson College, where he studied from 2017 to 2021. Prior to that, he attended William Penn Charter School from 2014 to 2017. His educational background has equipped him with the analytical and strategic skills essential for his current role in financial advisory and business growth.
Specialization and Expertise
Alex Cohen specializes in complex high net worth case work, financial planning, and investment portfolio design using mutual funds, ETFs, and separately managed account portfolios. He performs in-depth investment analysis focusing on asset allocation, risk, sector, and industry exposure. Alex works with both new and existing relationships within the independent RIA and Broker Dealer affiliated segments. His expertise extends to assisting in all parts of the value chain, from individual investors to advisor intermediaries and global institutional money managers.