Adam Cohen

Managing Director & Head of Operational Due Diligence at Agility

Speaker

Adam Cohen is a Managing Director at Agility and is Head of Operational Due Diligence, where his duties include performing operational due diligence on Agility’s underlying investment managers and overseeing the Operational Due Diligence program.

Prior to joining Agility, Adam was an Executive Director in the Alternative Investments Group at Morgan Stanley Wealth Management, where he served as Head of Operational Due Diligence. Prior to this role, Adam served as Head of Operational Due Diligence at Citi Global Wealth Management. In both of these roles, Adam was responsible for conducting operational due diligence on a broad range of alternative investments globally, as well as managing a team of analysts. Adam brings more than 20 years of industry experience, including his tenure in previous roles as a controller and a senior financial officer.

Adam earned a BBS with Honors in Finance from the University of Cape Town and has earned the Chartered Alternative Investment Analyst (CAIA) designation.