John Patrick Cogswell
Membre du Comité d'Investissement chez Baystate Wealth Management LLC
Profil
Mr. John P.
Cogswell is a Chief Market Strategist at Baystate Wealth Management LLC.
He is a member of the Investment Committee, and a Senior Portfolio Manager.
He began his career in the financial service industry in 1995.
Prior to Joining BWM, he was a Senior Vice President at Korben Insight Management, an E*Trade Wealth Management company.
Earlier in his career, he was an investment manager at A.G.
Edwards, and a registered representative at Gruntal & Co.
He received his undergraduate degree from Northeastern University.
He holds FINRA Series 7, 63 and 65 licenses.
Postes actifs de John Patrick Cogswell
| Sociétés | Poste | Début |
|---|---|---|
Baystate Wealth Management LLC
 Baystate Wealth Management LLC Investment ManagersFinance Baystate Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Thomas “Tom” O'Connor in 2010. They were acquired by Mariner Wealth Advisors LLC in 2024. BWM creates and manages customized portfolios for high-net-worth individuals, corporate pensions and profit-sharing plans, closely held and family businesses, corporations, trusts, foundations, and athletes involved in professional and amateur athletics. | Membre du Comité d'Investissement | 01/01/2010 |
Anciens postes connus de John Patrick Cogswell
| Sociétés | Poste | Fin |
|---|---|---|
Adviser Investments Acquisition Co. LLC
 Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Membre du Comité d'Investissement | 01/04/2009 |
| A.G. Edwards Asset Management | Gestionnaire de Portefeuille-Actions | - |
| Gruntal & Co. LLC | Corporate Officer/Principal | - |
Formation de John Patrick Cogswell
| Northeastern University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Finance |
Baystate Wealth Management LLC
Baystate Wealth Management LLC Investment ManagersFinance Baystate Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Thomas “Tom” O'Connor in 2010. They were acquired by Mariner Wealth Advisors LLC in 2024. BWM creates and manages customized portfolios for high-net-worth individuals, corporate pensions and profit-sharing plans, closely held and family businesses, corporations, trusts, foundations, and athletes involved in professional and amateur athletics. | Finance |
| Gruntal & Co. LLC | Government |
| A.G. Edwards Asset Management | Finance |