Jesse Kohen

Jesse Kohen is an investment professional currently serving as an Associate at B. Riley Wealth Advisors, Inc. in New York, NY. In this role, he provides advisory services and supports client portfolio management, with a focus on developing tailored investment strategies to help clients meet their financial objectives. His responsibilities often include analyzing client portfolios, conducting market research, and collaborating with senior advisors.

Prior to joining B. Riley Wealth Advisors, Jesse held associate roles at National Securities Corporation and KPMG, where he gained broad experience in investment analysis, financial auditing, and client advisory. He began his finance career as a Real Estate Auditor at CohnReznick LLP, allowing him to develop sector expertise in real estate, wealth management, and broader financial services. His professional background demonstrates a strong foundation in audit, accounting, and investment advisory across both institutional and individual client segments.

Jesse earned a Bachelor of Science degree in Economics with a focus in Accounting and Finance from the University of Delaware. He is noted for his analytical skills and sector expertise, particularly across equities, fixed income, and real assets. Jesse’s contributions reflect his commitment to delivering data-driven investment solutions and maintaining high professional standards in wealth advisory.