Ross Cohn

Employer firm

Sage Financial Group Inc. CRD 116574

$4.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 08/2017
  Philadelphia 76Ers
  Camden, NJ
• 06/2018 → 08/2018
  National Basketball Association
  New York, NY
• 08/2019 → 07/2020
  Pitchbook Data Inc.
  New York, NY
• 07/2020 → 09/2021
  Ubs Financial Services Inc.
  Weehawken, NJ
• 09/2015 → 07/2019
  University Of Wisconsin Madison
  Madison, WI
• 09/2021 → Present
  Sage Financial Group, Inc.
  West Conshohocken, PA

Previous Registrations

• 2020-11-09 → 2021-10-12
  Ubs Financial Services Inc.
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2020-11-06

Designations

• Certified Financial Planner