Jason Cohen is a Financial Advisor with Financial Design Group. He returned to Western New York in January 2026 to join the firm and work alongside his father, continuing a second-generation commitment to helping individuals and families navigate their financial lives with clarity, discipline, and confidence.
Prior to joining Financial Design Group, Jason spent nearly a decade in New York City with Bessemer Trust, one of the largest privately owned multi-family offices in the world. There, he advised ultra-high-net-worth individuals, families, and institutions, providing highly personalized guidance across investment management, trust and estate planning, and family office services.
Jason is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and earned his Bachelor’s degree from the University of Pittsburgh.