CoverProfile

Ann Cohen

Managing Director - Treasurer - Chief Compliance Officer

HFM Wealth Management

United States, Connecticut, Hartford

About Me

Following work in the social services, Ann joined the Hartford office of Kidder, Peabody and Co., Inc., where she first worked with Dario Quiros and provided administrative and operational support in the brokerage environment for several years. After time away to earn a master’s degree in Finance, in 1989 Ann rejoined the industry, taking a position with the newly formed investment advisory firm Hartford Financial Management. Ann’s current responsibilities as an officer of the firm include business operations, internal accounting and reporting, human resources, and regulatory compliance. Education: M.B.A., Finance, University of Connecticut; B.A., Psychology, Wesleyan University.

Profile Information

Managing Director - Treasurer - Chief Compliance Officer

HFM Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Hartford

Connecticut

United States

Sep 23, 2024

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