Executive profile
Donald T. Cohen, CPA
 Donald T. Cohen, CPA Founder and President MedReceivables Advisor Financial Management, Inc. Donald.Cohen@medreceivables.com (Insurance) dcohen@regalsecurities.com (Securities) Phone: (561) 988 – 8890 |
Donald T. Cohen, CPA, has more than 31 years of experience in certified public accounting, advanced financial strategies, medical billing and business management. He is a recognized expert in wealth management and specialized accounting services for physicians and other high net worth individuals.
Donald began his career in 1980 as an Internal Revenue agent and later served as chief financial officer of S.A.C. Capital Management, a $5 billion New York-based hedge fund. In addition, he was managing partner of an accounting firm specializing in tax and financial planning for high net worth clients. As president of MedReceivables Advisor Financial Management, a financial services company offering strategic financial planning and insurance based products for physicians and other high net worth professionals, Donald offers a level of expertise, knowledgeable financial planning and personalized service unavailable at other firms. Donald earned his bachelor’s degree in accounting from the University of Miami in 1980 and continued his education at Florida International University in the areas of estate and income taxation. In addition to his CPA license in Florida, Donald holds a Florida Life and Health Insurance License, as well as a NASD Series 7 Securities License. |
Kristian Longo
 Kristian Longo Financial Advisor MedReceivables Advisor Financial Management, Inc. Kristian.Longo@medreceivables.com (Insurance) klongo@regalsecurities.com (Securities) Direct: (561) 880 – 6719 Main: (561) 988 - 8890 |
Kristian Longo and Donald Cohen have worked together since 2006. Kris has 15 years of experience in the financial services and insurance arena. He has focused his career on building financial wealth and preserving assets for high net worth individuals by delivering the highest level of personalized client service. In addition to his work on behalf of clients in various types of businesses and stages of accumulating and managing wealth, Kris has built and managed portfolios and handled the insurance needs of many professional NFL players.
A graduate of Florida State University, where he majored in Finance and minored in Accounting, Kris is a state licensed Life and Health Insurance Agent and holds several securities licenses. |