Profile
Mr. Robert L.
Cohen, CFA, is a Chief Investment Officer at ProManage LLC.
He acts as a senior consultant focusing on investment and retirement issues.
Mr. Cohen has a diverse background as an actuary, retirement, health and investment consultant with over 25 years of experience.
His clients have spanned in size from sole proprietors to Fortune 50 global companies, and have encompassed both private sector and governmental employers.
He received his Bachelor of Arts degree from DePauw University majoring in Mathematics and Economics.
He is a Fellow of the Society of Actuaries, an Enrolled Actuary, a Member of the American Academy of Actuaries, and a CFA charter holder.
Bob Cohen active positions
| Companies | Position | Start |
|---|---|---|
ProManage LLC
 ProManage LLC Investment ManagersFinance ProManage LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Bob Cohen in 1999 and has been providing managed account or asset allocation services to retirement plans, first as Strategic Financial Concepts and then after a merger with ProManage, Inc. in 2004, as ProManage LLC. They became an independent firm through a management buyout in September 2015. In 2023, the firm became a wholly owned subsidiary of Smart Managed Solutions, Inc., ultimately owned by Smart Pension Ltd. in Great Britain. ProManage provides investment advisory services to defined contributions (such as 401(k), 403(b) and 457) plans and their sponsors. | Chief Investment Officer | 2017-02-28 |
Training of Bob Cohen
| DePauw University | Undergraduate Degree |
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Linked companies
| Private companies | 1 |
|---|---|
ProManage LLC
ProManage LLC Investment ManagersFinance ProManage LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Bob Cohen in 1999 and has been providing managed account or asset allocation services to retirement plans, first as Strategic Financial Concepts and then after a merger with ProManage, Inc. in 2004, as ProManage LLC. They became an independent firm through a management buyout in September 2015. In 2023, the firm became a wholly owned subsidiary of Smart Managed Solutions, Inc., ultimately owned by Smart Pension Ltd. in Great Britain. ProManage provides investment advisory services to defined contributions (such as 401(k), 403(b) and 457) plans and their sponsors. | Finance |
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