Adam Cohen
Managing Director, Head of Operational Due Diligence at Agility


Mr. Cohen is a Director at Perella Weinberg Partners and Head of Operational Due Diligence for Agility, the firm’s outsourced CIO business. Prior to joining Perella Weinberg Partners, Mr. Cohen 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, Mr. Cohen served as Head of Operational Due Diligence at Citi Global Wealth Management. In all of these roles, Mr. Cohen has been responsible for conducting operational due diligence on a broad range of alternative and traditional investments globally, as well as managing a team of analysts. Mr. Cohen has over 18 years of experience in the financial services industry, including as a controller, and senior financial officer. Mr. Cohen earned a Bachelor of Business Science with Honors in Finance from the University of Cape Town and has earned the Chartered Alternative Investment Analyst (CAIA) designation.

Agenda Sessions

  • Roundtable discussions