Jaclyn Cohen
Senior Client AssociateMs. Cohen is a Senior Client Associate at Family Management and has been with the firm for over 11 years. She serves as the lead associate on many of the firm's most important client relationships, acting as a primary point of contact and helping ensure a high level of service and execution. An integral part of the client relationship team, Ms. Cohen regularly participates in client meetings and plays a key role in executing advisor-driven strategies. She oversees account administration, reporting, and day-to-day client needs, ensuring a seamless and consistent client experience.
