Who We Are

Justin Cohen is principal of the Cohen & Associates Wealth Management group. Justin is a Senior Portfolio Manager and MBA graduate with more than 25 years of experience working with Institutional and Private Clients. His goal as a Portfolio Manager and Investment Advisor is to target consistent, reliable, and above average performance for our clients through a risk-controlled approach to asset management. When Justin is not working he enjoys family life, a wide variety of sports such as hockey and wakesurfing as well as coaching his children’s sports teams.

John Peller is an Associate Portfolio Manager with the Cohen & Associates Wealth Management group.  John is a CFA with over 10 years of experience working with Institutional and Private Clients.  He works closely with Justin in supporting all aspects of the portfolio management process, including portfolio construction, monitoring and idea generation.  Outside of work, John enjoys to ski, golf and travel.

Lisa Williams is a Senior Administration Associate of the Cohen & Associates Wealth Management group and has over 15 years of experience at BMO Nesbitt Burns. With this experience, she shows steadfast devotion to exceptional client service which includes trade execution, money movements and document management. In her spare time, Lisa enjoys cycling, running and being outdoors.

Jessica Ciprietti is a Senior Administration Associate of the Cohen & Associates Wealth Management group and has 13+ years of experience at BMO Nesbitt Burns. She is responsible for ensuring our Team’s daily operations and processes function efficiently and effectively, thereby ensuring we provide exceptional service to our clients. When not working, Jessica serves on the Board of Directors for the Fit. Active. Beautiful Foundation based out of Hamilton ON and enjoys spending time with her family.

Jack Bryant is an Administration Associate of the Cohen & Associates Wealth Management group. He graduated from University of Ottawa with an engineering degree. During this time, Jack developed an avid interest in investments and financial markets. He is responsible for all aspects of client service including trade execution, money movements and document management. Outside of work, Jack enjoys playing an array of sports and going to see live music.