Speakers

Ann Marie
Organization: Cohn Financial Group



Ann Marie is a Principal of Cohn Financial Group, an M Financial Member Firm, a Division of Gallagher. Ann Marie specializes in complex life insurance planning and Private Placement Life Insurance (PPLI). She works with high-net-worth families, individuals, RIA’s and family offices throughout the United States. Prior to joining CFG, she worked at Lombard International for three years as their Head of Product Development and Wealth Structuring Services for the U.S. In her role at Lombard, she assisted internal and external partners with understanding private placement solutions and incorporating the solutions in existing and new wealth plans. Prior to joining Lombard International, Ann Marie provided a full range of tax compliance and consulting services for individuals and families, where she headed up the Private Clients Services practice of Ernst & Young (EY) in Philadelphia. She practiced as a Certified Public Accountant for 23 years before joining the insurance industry eight years ago. Ann Marie graduated with Highest Honors from Rutgers College School of Business.