Management Team

Consulting/Client Service

Matt Cohen, CIMA®

Director, Consulting

Matt Cohen is a Director in the Consulting Group working primarily with full service clients, and has been with Fortigent since 2004. As a relationship manager for many Fortigent Advisors, Matt’s primary focus is ongoing consultation of Fortigent’s research and reporting offering, including asset allocation and portfolio construction, and assisting Advisors in developing proposal and reporting solutions for complex prospect and client situations.
 
Matt earned a Bachelor of Arts degree in Economics from the University of Maryland, Baltimore County. He holds the Certified Investment Management Analyst (CIMA®) designation, as well as the FINRA Series 7, 63, and 65 licenses.