Evolve Private Wealth Adds Managing Partner
Evolve Private Wealth, an independent wealth management firm serving high-net-worth and ultra-high-net-worth families, has added Brett Cohen as a managing partner.
Cohen joins Evolve from Morgan Stanley. With his addition, Los Angeles–based Evolve Private Wealth now manages more than $2.5 billion in assets and has grown to 22 employees.
Cohen will oversee the continued buildout and day-to-day leadership of the firm’s New York office, while also working alongside the other managing partners on the firm’s overall leadership and strategic direction.
“At this stage of my career, the question wasn’t just scale, it was structure,” Cohen said. “I wanted a firm that could support sophisticated families through liquidity events, multigenerational planning and complex tax considerations without being constrained by a legacy platform. Evolve has built that environment deliberately, and it was clear this was the right place for my clients and me for the long term.”
Cohen works primarily with private business owners and multigenerational families, providing comprehensive wealth management that spans investment strategy, tax planning, estate coordination and strategic business advisory.