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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”).

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