Jeff Cohen

As a partner of The Knall/Cohen/Pence Group at Stifel, Jeff assists families, foundations, and endowments in protecting and potentially growing their wealth by designing customized wealth management strategies tailored to their unique needs. The group manages and/or consults on more than $7 billion in assets.

Prior to joining the group, Jeff was partner with one of Indiana’s largest law firms, representing individuals and private and public companies. In 1997, Jeff joined David Knall at what was formerly known as McDonald & Company Investments. The duo later started The Knall/Cohen/Pence Group within Stifel’s Indianapolis branch.

Jeff attended Indiana University on a tennis scholarship and was a four-year letter winner for the men’s varsity team. He earned a Bachelor of Science in Business Administration and a Doctorate of Juris Prudence. He also holds Series 7, 31, 63, and 65 securities licenses.

Jeff was on the board of trustees for Indiana University, where he served as chairman for its Finance and Audit Committee. He also served as a board member for the Trust of Park Tudor School, the Indianapolis Marion County Public Library Foundation, and VEI, a for-profit subsidiary of Community Hospital.

Jeff is also a past member of the American, Indiana, and Indianapolis Bar Associations and was an appointee of the Marion County Judicial Nominating Committee.