Fariborz (Avi) Avi Cohen

Managing Director - US Trust, Private Client Advisor

Professional Profile

Avi Cohen is a Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management since 2006.  He worked in the financial industry since 1996 starting his career in the consumer bank with Bank of America. Throughout his 21 years with the bank, he has advised high and ultra high net worth clients, Non-profit Organizations and foundations in Greater Los Angeles.  Avi focuses on advising entrepreneurs, real estate investors, families in the art world and foundations. The clients rely on Avi to help facilitate access to the vast resources and strategies within U.S. Trust and under his leadership, along with his partner Dega Nalayeh, he oversees more than $3.7 billion of client assets as of August of 2017.

As a dedicated Private Client Advisor, Avi works with high profile clients to design and deliver wealth management strategies aimed at optimizing clients’ net worth and setting long-term investment strategies.  He works with clients, their families and their trusted advisors to understand their specific financial goals and objectives while leveraging and coordinating with subject matter experts within U.S. Trust to deliver a carefully managed solution for the clients based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. Avi helps guide the clients in the following areas of: asset allocation and investment management, income and estate tax planning strategy, credit advice and guidance, and cash flow management.

Avi currently is surving on the following boards: Magbit and Farhang Foundation Patrons Council Board Member. He is also Institutional Client Advisor.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Joanne E Steenson

Private Client Manager

310.785.6003
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Cheryl A Stewart

Private Client Manager

310.785.6145
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John J Aylward

Private Client Manager

310.785.6111

Key Contacts

Melacknesh Belay Igwe

310.785.6055

Taire (Birdie) Hanson

310.785.6132

Miesha R Carter

310.785.6163

Daniela Mendez

310.785.6139

Alison S. Kim

310.785.6141

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.