Laura Kogen

Laura Kogen

Vice President, Practice Management & Consulting

Laura Kogen is vice president within the Practice Management & Consulting organization of Fidelity Institutional Wealth Services (IWS), a Fidelity Investments company and a leading provider of trading, custody and brokerage services to registered investment advisors, trust institutions and third party administrators. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries.

Ms. Kogen assumed her current position in 2011 and is responsible for working with clients on defining their strategic direction and establishing roadmaps and action plans to achieve business goals, as well as defining their marketing and business development plans, talent management opportunities, and strategies to deepen client engagement.

Prior to joining Fidelity in 2011, Ms. Kogen was the interim chief operating officer of Sand Hill Global Advisors in Palo Alto. In her role, she was responsible for supervising all non-advice based teams, including finance and administration, compliance, operations and client service. She also worked as senior vice president of the Wealth Advisory segment at Boston Private Financial Holdings where she worked closely with Boston Private affiliates on leadership development, defining and leading strategic initiatives, developing growth strategies, financial management, governance, marketing and sales program development, human capital and performance management. Prior to moving into financial services, Ms. Kogen spent 15 years in marketing and sales in software, telecom, and Internet based technology companies.

Ms. Kogen received an undergraduate degree in marketing from Rutgers University and an MBA from Babson College.

All Laura Kogen's Stories
With an estimated $2 trillion "in motion" due to divorce or widowhood among American women, a thorough understanding of such major transitional moments may help financial advisors protect and even expand their practices.
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Women are changing the advisory landscape as both advisors and as investors. As the transition of wealth to women accelerates, women investors present a significant business opportunity ? or a significant risk of lost business if the client or spouse is not appropriately engaged. Backed by Fidelityís in-depth research and work with end-investors and industry experts, Laura Kogen will share how firms can adapt to this growing business opportunity and rise to the advisory challenge of...
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Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
Jun 16-17, 2016
Sheraton New York
Jun 22, 2016
Convene, NYC, NY