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Inactive

Carly A Cohen

Jordan Park Group LLC

San Francisco, CA

New York, NY

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Current Employers
Jordan Park Group Llc

100 Pine Street Suite 2600, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-09
  • NY RA
    APPROVED
    Since 2025-07-09

Branch Locations

100 Pine Street Suite 2600, San Francisco, CA 94111 • United States

285 Fulton Street Suite 86A, New York, NY 10007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Freestone Capital Management, Llc Seattle WA 02/2022 05/2025
Chase Bank Seattle WA 12/2020 12/2021
Delfino's Chicago Style Pizzeria Seattle WA 07/2019 12/2020
University Of Washington Seattle WA 09/2016 06/2020
Grimaldi's Pizzeria Scottsdale AZ 06/2015 09/2016
Jordan Park Group Llc New York NY 06/2025 Present
  • 02/2022 → 05/2025
    Freestone Capital Management, Llc
    Seattle, WA
  • 12/2020 → 12/2021
    Chase Bank
    Seattle, WA
  • 07/2019 → 12/2020
    Delfino's Chicago Style Pizzeria
    Seattle, WA
  • 09/2016 → 06/2020
    University Of Washington
    Seattle, WA
  • 06/2015 → 09/2016
    Grimaldi's Pizzeria
    Scottsdale, AZ
  • 06/2025 → Present
    Jordan Park Group Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-20
  • S65 Uniform Investment Adviser Law Examination
    2023-11-20
Other Names
  • Carly Cohen

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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