Cohen & Company’s national Investment Industry Services Group provides assurance, tax and consulting services to public and private funds, investment advisers, fund service providers, high-net-worth individuals, trusts and foundations. And with our recent acquisition of BBD’s Investment Management Group in Philadelphia, our firm continues to expand. Below is a snapshot of our combined firms and resources nationwide:
A city steeped in history, Philadelphia is also a hub for the innovation offered by the investment industry. Our location in the heart of Center City positions us near large asset managers and industry service providers.
“We are excited to welcome BBD’s Investment Management Group to our team. They have long been a well-respected organization in our industry, and our mutual focus on client service and technical rigor makes this deal a perfect fit for both organizations. This addition reflects our continued commitment to exceed client expectations with deep industry knowledge and a strong team. We also look forward to becoming a part of the community in Philadelphia.”
Members of our firm serve or have served on numerous, prominent industry boards and committees, sharing their insights with the AICPA, ICI, SEC Working Groups and others. But our team also regularly shares their insights with clients to help them understand issues critical to their business.
“In this dynamic environment, it’s crucial to be proactive. The opportunity to join forces with a firm that shares so many of our values, goals and vision for the future is compelling. We are confident that the combined strength of our teams will create meaningful growth opportunities for current staff and will help to ensure that our clients continue to receive the high level of service they have come to expect from both firms. Added capacity and expertise will also continue to differentiate us in the market and will be a huge win for clients and for any new candidates looking to build a career in a great firm.”
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