Cohen & Company Adds to Team – January 03, 2019

Cohen & Company is proud to announce Scott Swain has joined the firm as a partner in the tax and family wealth areas. He joins the firm’s growing group dedicated to working with high-net-worth individuals and their families on complex tax and wealth planning issues.

Swain has more than 25 years of experience working in the accounting and financial services industries, including over 15 years focused on planning and tax compliance for high-net-worth individuals. He specializes in income and estate tax planning for individuals and has a tremendous amount of experience working with complex trusts, family partnerships and other entities from an estate planning perspective. Swain also has significant experience in assisting clients with their investment assets, including global asset allocation construction, investment selection and performance monitoring. He earned his B.S. in accounting and finance from Miami University and his master’s of taxation from The University of Akron.