Warren's Story

Warren's Story
Warren has over 23+ years’ experience in the Financial Markets and currently manages a Sports & Entertainment Wealth Management Advisory practice, as well as an International Wealth Advisory practice based in Beverly Hills. With an MBA and more than two decades of experience, Warren and the rest of his team focus on investment management, estate and fiduciary planning strategies, lending solutions, trust services and long-term financial planning for wealthy clients and their families, including, but not limited, to those in the Sports and Entertainment industry:

-Professional Athletes (notably NFL, MLB, NHL, NBA, MotoGP, Formula One, Rodeo, Polo, Olympics, Action Sports, etc.)
-TV/Film (actors, writers, producers, showrunners, studio executives)
-Music (singers, songwriters, producers)
-Arts (designers, artists, creatives)

As well as wealthy individuals and multi-generational families outside Sports & Entertainment whose vast wealth management needs are met with the practice and service offerings provided by Warren and the team.

As a dually designated international wealth team, the practice also serves a global clientele of non-US residents, representing those both within the Sports and Entertainment community, as well as wealthy global individuals & multi-generational families. The International Wealth Management platform operates on a cross-border jurisdictional basis which varies country by country.
Services Include
  • Wealth Consulting
  • Wealth Management1
  • Art Advisory2
  • Asset Management3
  • Estate Planning Strategies4
  • Financial Planning5
  • Lending Products
  • LGBT Planning Services
  • Professional Portfolio Management6
  • Sustainable Investing7
  • Trust Accounts8
  • Trust Services*
Securities Agent: TX, CA, WY, WI, WA, VT, UT, SD, PA, OK, NY, NV, NM, NJ, ND, NC, MI, ME, MD, MA, LA, IL, HI, GA, FL, DE, DC, CT, CO, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 558511
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Global Sports and Entertainment

Every sports and entertainment profession is unique with its own characteristics, earnings profile and variable career span.
You require a Financial Advisor who knows the industry and how money flows from your work to your wallet. As a Sports and Entertainment Director, chosen for my advanced experience working within very specific fields, I understand the total financial picture and craft creative financial strategies that account for the unique challenges and dynamics of my clients’ careers.

Your life is filled with people who have supported and encouraged you. As a Sports and Entertainment Director I am an integral part of that team, working alongside your agent, business manager and personal confidants. I believe that a cohesive and connected team is best suited to help high achievers make smart choices about their wealth.

    Global Clients

    As a dually designated international wealth team, the practice also serves a global clientele of non-US residents, representing those both within the Sports and Entertainment community, as well as wealthy global individuals & multi-generational families. The International Wealth Management platform operates on a cross-border jurisdictional basis which varies country by country.
      Discovery Process

      Investing the time to learn about you and your family; your assets and liabilities and the risk exposures enables us to formulate strategies and customize the relationship to your needs.

      Formulation of Tax, Trust and Estate Strategy

      Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

      Creation of Customized Strategic Asset Allocation

      Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

      Integration of Tactical Asset Allocation

      Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

      Implementation of a Customized Wealth Strategy

      After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

      Ongoing Assessment

      In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

        Location

        9665 Wilshire Blvd
        Ste 600
        Beverly Hills, CA 90212
        US
        Direct:
        (310) 285-6553(310) 285-6553
        Toll-Free:
        (800) 458-9838(800) 458-9838

        Investment and Market Perspectives

        On the Markets

        Retirement

        Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
        • 401(k) Rollovers
        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
        • Annuities
        The Simple Six-Step Retirement Checkup

        The Simple Six-Step Retirement Checkup

        Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

        Investing

        Working closely with you to guide your wealth and investments through the most challenging market cycles.
        • Asset Management
        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
        • Impact Investing
        Five Smart Strategies to Use a Bonus or Raise

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        Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

        Family

        Creating customized financial strategies for the challenges that today's families face.
        • Estate Planning Strategies
        • 529 Plans / Education Savings Planning
        • Long Term Care Insurance
        • Special Needs Planning
        • Trust Services
        Financial Transition: A Guide for Women

        Financial Transition: A Guide for Women

        Here's how to take control of your finances if a death or divorce leaves you holding the reins.

        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
        6 Keys to Building a Startup

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        Entrepreneurs share ideas and learnings from the experience of starting a company.

        Philanthropy

        Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
        • Endowments
        • Foundations
        • Donor Advised Funds
        • Impact Investing
        A New Roadmap for Mission Alignment

        A New Roadmap for Mission Alignment

        Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

        Wealth Management for Athletes and Entertainers

        Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
        • Investment Management
        • Wealth Transfer & Philanthropy
        • Private Banking Solutions
        • Family Governance & Wealth Education
        • Lifestyle Advisory
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        Access Morgan Stanley Online

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        Ready to start a conversation? Contact Warren Cohn today.
        Market Information Delayed 20 Minutes
        1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        2Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.

        3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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        8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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        The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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