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Mini daniel cohen
MacroView Investment Management, LLC
Bethesda, MD

Daniel Cohen

JD, MBA
Score:
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Meet Daniel

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Introduction to MacroView Investment Management - Daniel Cohen
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Our Approach to Bonds - Daniel Cohen
Video Transcripts

Daniel has been managing client assets since 1997, at both large and small firms. Prior to joining MacroView, he was a Director at Chevy Chase Trust, which had almost $3 billion of assets under management. Daniel brings to MacroView a strong appreciation for the value of flexibility in managing investments in a multitude of changing macroeconomic environments. Daniel looks at financial markets critically, and believes in a top down investment…

Daniel has been managing client assets since 1997, at both large and small firms. Prior to joining MacroView, he was a Director at Chevy Chase Trust, which had almost $3 billion of assets under management. Daniel brings to MacroView a strong appreciation for the value of flexibility in managing investments in a multitude of changing macroeconomic environments. Daniel looks at financial markets critically, and believes in a top down investment approach where demographic, societal, and economic trends are key factors in portfolio management.

Daniel’s work for a client goes well beyond the prudent investment of assets entrusted to his care. He works with clients to formulate an overall financial plan that includes an analysis of a client’s complete financial picture. From the technology crash in 2000, to the financial crisis in 2008, Daniel has proven to his clients the value in this approach.

Daniel graduated in 1985 from the University of Michigan with a Bachelor’s Degree. In 1989, he graduated from the State University of New York at Buffalo with a Juris Doctor and a Masters of Business Administration.


Services offered

Investment Management
Retirement Planning

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets

Education

MBA
JD
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