Robert S. Cohen in

Robert S. Cohen

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Wealth Management Advisor at Barnum Financial Group
📍 Elmsford, New York, United States

Robert S. Cohen is a Wealth Management Advisor at Barnum Financial Group with over 34 years of experience. A former founder and CEO of Trinity Trading Corporation on the NYSE, he focuses on client-first service and building long-term, trust-based relationships to help clients achieve their goals.

Outside of work, Robert is an active community member, focusing on faith-based initiatives and serving on the leadership team for the New Canaan Mens Society. He lives in Ossining, NY, with his wife and two children and enjoys golfing, tennis, pickleball, and fishing.

He previously founded and served as the CEO of Trinity Trading Corporation, which operated on the New York Stock Exchange.

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Experience
22 Years
Current Role
Wealth Management Advisor
Location
Elmsford, New York, United States
Personality Overview

How Robert shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Robert cares about

Wealth Management
With over three decades in financial services, his career is centered on providing comprehensive wealth management strategies for individuals, families, and businesses.
Retirement Planning
He frequently posts about the importance of planning for retirement, particularly for small business owners, emphasizing savings and investment options.
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Career

Work history

1-2019
Wealth Management Advisor
Barnum Financial Group
1-2016 - 12-2018
Financial Advisor
Strategies for Wealth
10-2009 - 1-2016
Founder
Trinity Advisors
8-2008 - 9-2009
Senior VP of Institutional Strategies
Kabrik Trading
8-2002 - 2-2008
Founder
Trinity Trading Corp.
In the press

Media appearances

Robert S. Cohen - Barnum Financial Group. Featured in Barnum Financial Group (official website)
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Robert S. Cohen, Wealth Management Advisor, Barnum Financial Group. Featured in Facebook
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Education

Robert has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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