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The Weil Cohen Group

Private Wealth Advisors

BANK OF AMERICA TOWER

ONE BRYANT PARK, FLOOR 28

NEW YORK, NY 10036

800.927.7591

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Team Photo 9-20-13

About us

Clients

We serve 80 families who have entrusted our team with approximately $8.2 billion in assets as September 30th, 2016. We purposefully limit our number of client engagements so that we can provide the attentive and detailed service that significant wealth demands and deserves. Clients have achieved success in a number of different industries including financial sponsorship, real estate and health care among others.

The Weil Cohen Group

The Weil Cohen Group provides customized financial strategies, services and advice for ultra high net worth families and individuals. Based in New York we are an eight person team of investment professionals who recognize the demands and the opportunities that significant wealth can pose. Our senior partners, Noel Weil and Leigh Cohen, have worked at Merrill Lynch since 1991 providing our team with the knowledge base and professional network that allows us to fully engage the worldwide resources and depth of expertise of Bank of America Merrill Lynch.

Our Goal

As Private Wealth Advisors our primary goal is to streamline clients' financial lives so that they can focus on the activities and interests they most enjoy. Within that framework we are keenly attuned to preserving the financial independence of each family, structuring a deliberate and meaningful family legacy and directing capital to reflect a family’s values. We pride ourselves on delivering financial advice in straightforward and understandable terms. Clients are drawn to our evident commitment to their satisfaction and our highly structured and organized approach to meeting their needs.

Our Offerings

Our investment approach is grounded in a macro perspective with a strong emphasis on capital preservation. We forego fads and impulse thinking believing that research, diversification and risk monitoring are the bedrock of financial success.

We offer clients extensive experience in the following areas:

  • Concentrated stock management
  • Trust and estate planning strategies
  • Financial modeling
  • Traditional private banking services
  • Consolidated account reporting
  • Accolades

    The Weil Cohen Group has been recognized by the following publications:

  • Noel Weil: The Top 100 Financial Advisors by Barron’s magazine (2012 to 2016)
  • Leigh Cohen: The Top 100 Financial Advisors by Barron’s magazine (2016)
  • Noel Weil and Leigh Cohen: The Top 1,200 Financial Advisors by Barron's magazine (2009 to 2015)
  • Noel Weil and Leigh Cohen: The Top 400 Financial Advisors by Financial Times (2013 to 2016)
  • Noel Weil and Leigh Cohen: The Top 100 Wirehouse Advisors in America by Registered Rep magazine (2011 to 2016)
  • Noel Weil and Leigh Cohen: Forbes Top Advisors List (2016)

  • _________________________________________

    Barron's magazine, America’s Top 100 Financial Advisors list. Advisors considered for the America's Top 100 Financial Advisors list ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction and retention, compliance records and community involvement among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

    Barron's America's Top 1,200 Advisors: State-by-State list, February 23, 2015. For information about the selection criteria go to Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014 this Barron's list consisted of 1,000 advisors.

    The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times, March 2016. For more information about the selection criteria go to http://im.ft-static.com/content/images/047b2e0a-d10e-11e4-a840-00144feab7de.pdf.

    Wealth Management Magazine's (formerly REP.) Top 100 Wirehouse Advisors in America" list, May, 2, 2016. For information about the selection criteria go to http://details-he.re/YmYuUA. Wealth Management Magazine (formerly REP) is a trademark of Penton Media, Inc. All rights reserved.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

    Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

    The ranking of America’s Top Wealth Advisors developed by Forbes partner SHOOK Research is based on an algorithm of qualitative and quantitative data rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. For the full list and more visit: www.forbes.com/top-wealth-advisors.

    Meet the team

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    Noel Weil

    Managing Director - Wealth Management

    Private Wealth Advisor

    212.418.2810

    212.418.2810

    noel_weil@ml.com

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    Leigh Cohen

    Managing Director - Wealth Management

    Private Wealth Advisor

    212.418.2811

    212.418.2811

    leigh_cohen@ml.com

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    Joseph D. Waterman

    Officer

    Private Wealth Analyst Investments

    212.418.2815

    212.418.2815

    joe_waterman@ml.com

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    Michael Krystalla, CFP®, CIMA®

    Vice President

    Private Wealth Relationship Manager

    212.418.2817

    212.418.2817

    michael_krystalla@ml.com

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    Ildiko Gritsayenko, CFP®

    Assistant Vice President

    Private Wealth Analyst Investments

    212.418.2818

    212.418.2818

    ildiko_gritsayenko@ml.com

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    Daniel A. Green, CFP®

    Private Wealth Analyst Relationship Management

    212.418.2814

    212.418.2814

    daniel.green@ml.com

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    Meet the team

    Noel Weil

    Managing Director - Wealth Management

    Private Wealth Advisor

    212.418.2810

    212.418.2810

    noel_weil@ml.com

    Add to address book

    Read Bio

    Leigh Cohen

    Managing Director - Wealth Management

    Private Wealth Advisor

    212.418.2811

    212.418.2811

    leigh_cohen@ml.com

    Add to address book

    Read Bio

    Joseph D. Waterman

    Officer

    Private Wealth Analyst Investments

    212.418.2815

    212.418.2815

    joe_waterman@ml.com

    Add to address book

    Read Bio

    Michael Krystalla, CFP®, CIMA®

    Vice President

    Private Wealth Relationship Manager

    212.418.2817

    212.418.2817

    michael_krystalla@ml.com

    Add to address book

    Read Bio

    Ildiko Gritsayenko, CFP®

    Assistant Vice President

    Private Wealth Analyst Investments

    212.418.2818

    212.418.2818

    ildiko_gritsayenko@ml.com

    Add to address book

    Read Bio

    Daniel A. Green, CFP®

    Private Wealth Analyst Relationship Management

    212.418.2814

    212.418.2814

    daniel.green@ml.com

    Add to address book

    Read Bio