Cohen & Associates
Merrill Private Wealth Management
One Bryant Park
Floor 28
New York, NY 10036
(212) 418.2811
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Your finances demand both the broad resources of a global institution and personalized attention. We work with a select few individuals and families, taking the time to understand your situation thoroughly and offer thoughtful, customized approaches.
Cohen & Associates
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Videos
Team Introduction
Recognition
Leigh Cohen
Managing Director, Private Wealth Advisor
Barron's "Top 1,200 Financial Advisors", 2014-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Financial Times "FT400", 2013-2020
(Published annually Mar – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2020-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America’s Top Wealth Advisors", 2016-2024
(Published in April 2023-2024. Rankings based on data as of June of the preious year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)
Barron's "Top 100 Financial Advisors", 2016-2024
(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)
Cohen & Associates
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Our Approach
Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Meet Our Team
Leigh Cohen,

CPWA®,CSRIC®

Managing Director, Private Wealth Advisor
212.418.2811
Kevin McCulloch
Senior Vice President, International Wealth Advisor
203.861.5972
Daniel A Green,

CFP®,CSRIC®

Vice President, Private Wealth Senior Investment Manager
212.418.2814
Sean Allen,

CFP®,CSRIC®

Vice President, Private Wealth Senior Investment Manager
212.418.2815
Ryan Murry,

CFP®,CRPC™

Assistant Vice President, Private Wealth Senior Relationship Manager
212.418.2836
Emily Trinkler,

CFP®

Officer, Private Wealth Planner
212.418.2812
Carla J Tisi
Officer, Registered Private Wealth Client Associate
212.418.2804
Yulie Reyes
Officer, Private Wealth Client Associate
212.418.2816
Francisco Ocampo
Officer, Private Wealth Client Associate
212.418.2858
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.