Colin Cohen
Vice President of Investments - Private Wealth Manager
Colin Cohen has been serving clients and their investment needs for 15 years. He lives in Avery Ranch with his two sons, Jack and Cameron. Colin is an accomplished tennis player and spends much of his time playing and developing his sons' games.
Colin focuses on retirement planning, college planning, and general wealth management. He uses specific asset allocation strategies to help his clients with taxes and rising cost of inflation. He keeps abreast of market events, nationally anf globally, as well as government policy decisions that affect his clients and their savings.
Colin uses a combination of individual stocks, mutual funds, third-party money managers, life insurance, and physical hard assets in order to help his clients' manage their wealth and their savings so they can plan for retirement and potentially pass on a legacy to their children and grandchildren.
Upstream Investments is an independent firn dedicated to serving the needs of individuals and families through an independent channel with no proprietary products or conflicts of interest.