Raymond James Breakaway Team Launches RIA in Chicago with $1 Billion in Assets

domingo, 18 de enero de 2026, 12:26 am ET1 min de lectura
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A team of 10 advisors from Raymond James & Associates has launched their own registered investment advisor, Cohen Capital Advisors, in Chicago. The team, led by managing partner Benjamin Cohen, managed $1 billion in assets at Raymond James and has chosen Fidelity and Schwab as custodians. The transition allows them to upgrade infrastructure and choose best-in-class custodial and technology partners.

Raymond James Breakaway Team Launches RIA in Chicago with $1 Billion in Assets

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