Mark Cohen

Mark Cohen

Strategic Consultant

Phone: 941.256.9300
Fax: 941.256.9301
E-mail:
 

MARK COHEN
Strategic Consultant

  • 15+ years Financial Industry Experience
  • J.D., Boston University School of Law
  • B.A., Brandeis University, Cum Laude with Honors in English and American Literature

Mr. Cohen has lived in the Sarasota area for seventeen years. He has dedicated that time to working directly with clients helping them to create plans, which seek to preserve and transfer their wealth. He also has extensive experience in trust administration and estate planning. Mark previously was employed by Bank of America’s US Trust division, where he was a Sr. Vice President and Trust Officer. Prior to that time, at SunTrust as Vice President, he helped manage and administer client’s trust relationships. He joined the Capstan team because of his belief in the provision of a team of first class professionals interested in crafting financial solutions with a local nexus.

Before relocating to Florida in 1999, Mr. Cohen was a practicing attorney in New Hampshire. He currently does not practice law. In New Hampshire he held positions such as director, president and vice president of law firms, where he served the needs of individuals, small businesses, concentrating his practice in trusts and estates and planning.

Mark brings with him an extensive background of professional experience and estate planning knowledge. He earned a B.A. cum laude with honors in English and American literature and a Juris Doctor from Boston University School of Law. He has attended numerous special training programs related to estate planning strategies, charitable giving, business planning and wealth transfer. Mark and his wife Ellen live in Osprey and have two children. He loves being outdoors and creating lasting memories of his travels through his passion for photography.