Jacob C. Cohen, CSRIC®
Investment Research Analyst
Jacob joined GYL Financial Synergies in March 2021. His day-to-day responsibilities include investment management research and due diligence, support for private and institutional clients, and serving as an advisory member on GYL’s institutional and open-architecture investment policy committee. He also leads sustainable investment research and reporting for GYL’s ESG model portfolio platform.
Jacob graduated Summa Cum Laude and Phi Beta Kappa from the University of Massachusetts, Amherst with a Bachelor of Arts in Philosophy. Prior to joining GYL, he earned a Master of Liberal Arts in Sustainability at the Harvard University Extension School, with a certificate in Corporate Sustainability and Innovation. Additionally, Jacob is series 65 registered and holds the Chartered SRI Counselor (CSRIC) designation from the College of Financial Planning.
Outside work, Jacob enjoys strategy games and collectibles, and spending time with his wife, friends and family.