Daniel Cohen, CFA

Investment Analyst


Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

Tel: 973-285-3600

Direct Line: 973-285-4561

Email: dcohen@sfr1.com
  • Resides in Bloomfield, NJ
  • Married with two sons

Education

  • Montclair State University, BA – Mathematics of Finance
  • CFA Institute, CFA Charter

Specialization

  • Investment Analysis
  • Portfolio Construction
  • Risk Management
  • Macroeconomic Research
  • Derivatives

Business Experience

  • Assistant Portfolio Manager & Associate Director, Livian & Co., LLC.
  • Senior Equity Derivatives Market Maker and Trader at Integral Derivatives, LLC .