Our Founder and Principal

James Headshot

James D. Cohen

Founder and Principal

Born and raised in New York State’s Capital District, Jim has lived and worked in Vermont for the last 25 years. Residing in Burlington, with his beautiful wife, Lisa Bridge, he has been in the financial services industry and working with New York Life since 2002. Prior to this, Jim spent many years in a variety of financial roles including international treasury analyst, controller, and chief financial officer in both industry and non-profit sectors. He left the world of boardrooms and spreadsheets to work one-on-one with people, using his financial experience to help businesses and individuals protect their assets and work toward achieving their financial goals.

Jim has been named the Top Producer and Agent for New York Life in Vermont for the past two years (2016 and 2017) and is a consistent qualifying member (2009-2017) of the Million Dollar Round Table*. He is an Investment Advisor Representative with Eagle Strategies LLC and a Registered Representative for NYLIFE Securities LLC. He holds Series 7, 6, 66, and 63 licenses. A graduate of the State University of New York at Buffalo, he earned his MBA from Northeastern University in Boston, Massachusetts. 

Jim cares deeply about the well-being of others and, when he is not serving his clients (or golfing, or skiing, or attempting to keep up with his three fabulous daughters wherever they may be around the world) he is giving back to the community by volunteering. Jim is active with New York Life’s monthly volunteer days and his local United Way (2015 campaign chair) helping to make his community a healthier and more vibrant place to live and work.

Jim is grateful for the trust his clients place in him and for the incredible love and support he receives from his wife. 

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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