Cohen Brett J

Cohen Brett J

Corporate Officer/Principal at Cloverlay Investment Management LLC

Finance
Consumer Services

Profile

Brett is a Principal 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

Cohen Brett J active positions

CompaniesPositionStart
Corporate Officer/Principal 2017-12-31
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Training of Cohen Brett J

Haverford College Undergraduate Degree

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