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 with the Cohen & Associates Wealth Management group, bringing over 15 years of industry experience. A graduate of Wilfrid Laurier University and a licensed Registered Representative, she plays a key role in ensuring the team’s operations run smoothly and efficiently, supporting a high standard of client service. Outside of work, Jessica enjoys spending time with her family. She leads an active lifestyle and enjoys snowboarding, running, and staying active year-round.

Jack Bryant is an Administration Associate of the Cohen & Associates Wealth Management group. He graduated from the University of Ottawa with a degree in engineering, where he developed a strong interest in investments and financial markets. Following his undergraduate studies, Jack went on to earn the Chartered Financial Analyst (CFA) designation. Jack is responsible for all aspects of client service, including trade execution, money movement, and document management. He is committed to delivering a high level of accuracy and efficiency to support both clients and the advisory team. Outside of work, Jack enjoys staying active through a variety of sports and attending live music events.