In this episode of The Schmooze, Avi Cohen, Managing Director and Private Client Advisor at Bank of America Private Bank in Los Angeles, shares insights from more than 25 years in wealth management, advising high-net-worth individuals and families on financial strategy, legacy planning, and holistic stewardship. Drawing on a career rooted in trust, deep client relationships, and thoughtful leadership, Avi reflects on the evolution of private banking, the intersection of financial expertise with values-driven guidance, and what it truly means to support clients across life’s most meaningful milestones. He also offers candid lessons on building a purposeful career, navigating complex decisions with integrity, and mentoring the next generation of Je ...