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    Bill Cohen

    Principal at Oakbridge Partners

    Bill Cohen is a Principal at Homrich Berg, a prominent wealth management firm based in Atlanta, Georgia. He joined Homrich Berg in 2022 following the merger with Oakbridge Partners, where he had served as President and Chief Compliance Officer for eight years. During his tenure at Oakbridge, he was also a member of the firm's Investment Committee.12

    Professional Background

    • Legal Expertise: Bill has a strong legal background, having worked as an attorney with extensive experience in taxation, estate planning, corporate finance, and executive compensation. He previously headed the transactional practice group at a national law firm in Atlanta and was a member of its Executive Board.12
    • Corporate Experience: Before his role at Oakbridge, he was an Executive Officer at a firm that developed web-based platforms for financial institutions. He also served as the Financial Operations Officer for its affiliated broker-dealer.12

    Education and Affiliations

    Bill holds advanced degrees in law (J.D. and LL.M.) and has been actively involved in various professional organizations. He served on the Board of Visitors for his law school for five years, reflecting his commitment to legal education and professional development.12

    Current Role

    As a Principal at Homrich Berg, Bill Cohen is involved in managing client relationships and investment strategies, contributing to the firm's reputation as one of the largest fee-only fiduciary wealth management firms in the Southeast.3 His leadership and experience are pivotal as the firm continues to expand its services and client base.

    Highlights

    Dec 1 · homrichberg.com
    Principals/Directors Archives - Page 3 of 8 - Homrich Berg

    Related Questions

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    Bill Cohen
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    Location

    Atlanta, Georgia, United States