Business Consulting To The mutual fund industry

 

ASSESSMENT

IMPLEMENT

PLANNING

EFFICIENCIES

Ira Cohen Consulting LLC uses surveys, interviews, and observation to conduct a comprehensive service audit.

Ira Cohen Consulting LLC monitors Key Performance Indicators at 3-week intervals, adjusting strategies as needed.

Once we have executive buy-in, we oversee the implementation process from start to finish.

We identify technology, training, and processes to take your service team to the next level. 


Ira Cohen is a mutual fund executive with more than 30 years of retail, offshore, and institutional experience. An independent consultant in recent years, Ira advises FINRA, Commonwealth International Series Trust Funds, DST Systems, Fidelity, Ivy Funds, The Depository Trust and Clearing Corporation (DTCC), and numerous other firms within the Mutual Fund Industry. He also serves as an Independent Trustee for the Valued Advisers Trust Series of Funds. He previously worked for AIM/Invesco for 13 years, as senior vice president for dealer services/institutional services. Prior work experience also includes vice president for Prudential Mutual Fund Services and The Bank of New York. Ira is frequently requested to serve as an expert witness and did so extensively during the market-timing scandals which resulted in the passage of the SEC 22(C)2 rule