Chad L. CohenChad L. Cohen, CFP®Executive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Chad
Chad Cohen is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Chad is a partner of Schulman Wealth Management Group, helping wealthy individuals and families pursue their wealth goals through comprehensive planning and risk-based investment strategies. He works with investment bankers, private equity professionals, doctors, lawyers, business owners and C-suite executives with complex compensation structures to guide them in making informed. financial decisions.
As a CERTIFIED FINANCIAL PLANNER® professional, the backbone of Chad’s approach is centered around building a long-term path forward. He takes a hard look at a client’s financial position through the lens of their objectives and goals, then models various plan iterations to pursue the financial future they envision. Whether a client is looking to save for their children’s college education, buy a new home, start a business or prepare for retirement, Chad works to optimize and integrate all the pieces of their financial lives into one cohesive strategy. He enjoys the challenge of managing risk and has a talent for taking sophisticated financial and market scenarios and making them easy for clients to understand.
Chad transitioned to J.P. Morgan in 2023 after spending five years as a Wealth Manager at First Republic Bank. He previously was an Associate Vice President at Wells Fargo Advisors. Chad launched his financial services career in 2014 at Credit Suisse after segueing from six years working in casualty insurance specializing in entertainment risk. He holds an M.B.A. from Cornell University’s Johnson School of Management and a B.S. in Business Administration from the University of Rhode Island.
A New Jersey native, Chad and his wife, Tara, live with their two children in Livingston. He’s active with the UJA Federation of Greater Metro West NJ and enjoys playing golf, skiing, wine and traveling.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now
Fed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now
Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowStock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now