William Cohen

William Cohen is a professional with a strong background in corporate strategic planning and relationship management, dedicated to ensuring client satisfaction.

With a blend of interpersonal skills and financial market expertise, he excels at creating immediate value for his clients.

He graduated from the University of Iowa with degrees in Marketing, Entrepreneurship, and Sociology and has been involved in the successful growth of multiple start-up companies before joining the Karasik Cohen Group at Morgan Stanley.

William focuses on providing financial education, investment strategies, and long-term financial planning services to multi-generational families, emphasizing a positive and problem-solving approach.

He holds licenses including Series 7, 63, and 66, along with Life and Health Insurance licenses, showcasing his expertise and credibility in the financial industry.

Outside of work, William is an active member of the junior board of directors for the Presence Health System in Chicago and values his roles as a husband and partner to his wife Victoria.

In his leisure time, he enjoys golfing, hiking, and running, having completed numerous half marathons and the Chicago Marathon in 2014.