Sam Cohen, CFA

Sam Cohen is a Chartered Financial Analyst (CFA) with nearly a decade of experience working in the financial services industry. To date, Sam brings with him an extensive background including wealth management, macroeconomic analysis, equity valuation, and client services. Sam currently holds both his Series 7 and 66 licenses.
Sam enjoys leveraging his unique skills and talents to help clients navigate the financial markets with confidence and comfort. Prior to Wall Street Alliance Group, Sam was an analyst at the Alpha IR Group where he did extensive individual stock research seeking to understand the key drivers of valuation and share price performance. Prior to that, Sam spent three years as a client service associate at BlackRock Inc. and Santander Investment Services interacting with high net worth clients and assisting them with their investment accounts and financial planning needs.
Originally from Connecticut and residing in Manhattan, Sam holds a BBA in Finance from Emory University. Sam joined the Wall Street Alliance group to further this passion he developed at a young age for helping people and being involved in the capital markets. Outside of work, Sam enjoys running, swimming, hiking, and all things outdoors.