Experience Makes all the difference

The Cohen Group is a team of financial professionals with UBS Financial Services Inc., that has over 50 years of experience.

The Cohen Goup works with clients and their tax and legal advisors to develop strategic plans for the three critical phases of financial life: accumulation, preservation and distribution of personal and family assets. The Cohen Group's clientele include Foundations, Retirement Plans, Families, Individuals, Trusts and Corporations.

Ira S. Cohen

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
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661-663-3233

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Ira started in the financial services industry in 1982 and has been with UBS Financial Services Inc. since 2007.

Ira is very active in the community and serves on the boards of the Bakersfield Symphony Orchestra and Bakersfield North Rotary. Ira is interested in health and fitness and has been a daily exerciser his entire life. Ira and his wife Carole live in Bakersfield and have 3 grown children and 8 grandchildren.

Professional Experience:

  • UBS Financial Services Inc. - Financial Advisor, Bakersfield, CA - May 2007 - Present
  • Ira S. Cohen, Inc. - Investment Advisor, Bakersfield, CA - 1982 - May 2007

Education:

  • B.A., University of Wisconsin, Madison, WI


Registered States:
AR, AZ, CA, CO, DC, FL, ID, MA, MD, MS, MT, NH, NV, NY, OH, OK, OR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY


Jason Cohen

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
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661-663-3243

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Jason has worked in the financial services industry since 2000 and has been with UBS since 2007.

Jason is very active in the community and serves on the board of the Boys and Girls Clubs of Kern County, and is a member of Bakersfield West Rotary. Jason enjoys spending his weekends playing golf, cooking for family and friends, and spending time with family. Jason lives in Bakersfield and has 4 young children.

Professional Experience

  • UBS Financial Services Inc. - Financial Advisor, Bakersfield, CA - May 2007 - Present
  • Ira S. Cohen, Inc - Investment Advisor, Bakersfield, CA - December 2000 - May 2007

Education:

  • B.A., Colorado State University, Fort Collins, CO


Registered States:
AZ, CA, CO, DC, ID, IN, KY, MA, MD, MT, NV, OH, OK, OR, TN, TX, UT, VA, WA, WI, WY


Christopher G. McGehee

Account Vice President
Financial Advisor
Visit my personal page
661-663-3216

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Chris has been in the financial services industry since 2005 and has been with UBS Financial Services Inc. and The Cohen Group since 2013.

Chris is a native of Bakersfield with strong ties to the community. Chris is active with the Arts Council of Kern, Rotary Club of Taft, and Taft Union High School Oil Tech Academy. Chris also is the Den leader for Cub Scouts Pack 125. Chris enjoys spending his weekends with family and traveling. Chris and his wife Michelle live in Bakersfield and have 2 young children.

Professional Experience:

  • UBS Financial Services Inc. - Wealth Strategy Associate, Bakersfield, CA - November 2013 - Present
  • Morgan Stanley - Financial Advisor, Bakersfield, CA - August 2007 - October 2013

Education:

  • B.S., Concordia University, Irvine, CA
  • A.A., Taft College, Taft, CA


Registered States:
AZ, CA, CO, DC, ID, KY, MA, MD, MT, NV, OH, OK, OR, TN, TX, UT, VA, WA, WI, WY


Cori Ash

Senior Client Service Associate
661-663-3223

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Cori has worked in the financial services industry since 2005 and has been with UBS since 2007.

Cori handles many of the day-to-day operations for the team and strives to provide the highest quality of client service.  She actively supports various local charitable organizations. Cori enjoys volunteering, spending time with her family, and traveling. 

Professional Experience:

  • UBS Financial Services Inc. - Senior Registered Client Service Associate, Bakersfield, CA - May 2007 - Present
  • Ira S. Cohen, Inc. - Executive Assistant, Bakersfield, CA - April 2005 - May 2007

Education:

  • B.S., California Sate University Bakersfield, Bakersfield, CA
  • A.A., Bakersfield College, Bakersfield, CA


Registered States:
CA


Romany Blanca Pinto De La Paz

Client Service Associate
661-663-3213

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Romany has been in the financial services industry since 2018.

Romany enjoys spending time with her family and is an avid fitness enthusiast. 

Professional Experience:

  • UBS Financial Services Inc. - Client Service Associate, Bakersfield, CA - May 2018 - Present

Education:

  • B.S., California Sate University Bakersfield, Bakersfield, CA
  • A.S., Bakersfield College, Bakersfield, CA