Brett J. Cohen

Senior Associate

Brett is a Senior Associate on the Investment Team at Cloverlay. Prior to joining Cloverlay, Brett was an Assistant Portfolio Manager at Veritable, L.P., a Registered Investment Advisor that manages over $14 billion on behalf of more than 200 ultra-high net worth families. While at Veritable, Brett was a team member of Archean Capital, a joint-venture between Veritable and Moelis & Co to provide anchor capital to first-time fund managers across private strategies. Brett was also responsible for sourcing and evaluating investments across a variety of asset classes and helped oversee a $500 million portfolio of public markets investments.

Education
B.S., Mathematics, Haverford College
CFA Charterholder

Articles