Your browser preferences are set to block location sharing.
Please adjust your preferences, or click here to view all offices.
Our Leadership Dan Cohen
PFM Dan Cohen

Dan Cohen

Head Of Investment Platform And Portfolio Management For Workplace And Personal Wealth

Dan is head of Investment Platform and Portfolio Management for Workplace and Personal Wealth. His responsibilities include portfolio management solutions for clients, investment platform design, portfolio construction and strategy oversight. Previously, Dan served in the US Portfolio Management Group from 2013 to 2019, providing discretionary multi-asset class solutions on behalf of institutional investors. Prior to that, he served as a Fixed Income portfolio manager and before that, as a Fixed Income Sales trader. Dan joined Goldman Sachs in 2006 as an analyst and was named managing director in 2021.

Prior to joining the firm, Dan worked as a private wealth associate at Sanford Bernstein & Co. and as a portfolio manager at a registered investment advisor. For both of these roles, his responsibilities included trading, advising and managing investment portfolios.

Dan earned a BA in International Relations from Colgate University and an MBA from Fordham University Graduate School of Business.

Workplace and Personal Wealth services are provided by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“PFM”) and The Ayco Company, L.P. d/b/a Goldman Sachs Ayco Personal Financial Management (“Ayco”).

Ready to start a conversation? We’re here to listen.

Conversation

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you hereby authorize and request that PFM contact through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services and you are consenting to receive certain materials from PFM by email or other means of electronic delivery. In addition, you acknowledge that PFM will use your information as described in its Privacy Policy and Terms of Use. PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.


To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received. To revoke your consent to receive communications electronically, please contact your GS PFM team.

Explore other Goldman Sachs solutions

  • Private Wealth Management

    Premier advice, solutions and service for ultra-high-net-worth individuals and select institutions.

    Learn more

  • Goldman Sachs Ayco Personal Financial Management

    Company-sponsored financial planning and advice for employees, from entry-level to C-suite.

    Learn more

  • Marcus by Goldman Sachs

    Banking designed to help customers get more out of their money. Products include high-yield savings accounts and certificates of deposit.

    Learn more