Adam Cohen, CAIA

Adam is a Senior Principal at Cerity Partners where he oversees the Operational Due Diligence program. In addition to managing the program and team, he conducts operational due diligence reviews on underlying investment managers across multiple asset classes, investment strategies and geographies.

Before joining Cerity Partners, Adam served as a Managing Director and Head of ODD at Agility. Adam’s roles prior to Agility include Head of ODD at Morgan Stanley Wealth Management and at Citi Global Wealth Management.

Prior to specializing in ODD, Adam held several accounting and finance roles in the investment management industry, including at a hedge fund, fund administrator and at banking organizations in New York and London.