John Patrick Cogswell
Mitglied des Investmentausschusses bei 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.
Aktive Positionen von John Patrick Cogswell
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Mitglied des Investmentausschusses | 01.01.2010 |
Ehemalige bekannte Positionen von John Patrick Cogswell
| Unternehmen | Position | Ende |
|---|---|---|
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. | Mitglied des Investmentausschusses | 01.04.2009 |
| A.G. Edwards Asset Management | Portfolio Manager-Aktien | - |
| Gruntal & Co. LLC | Corporate Officer/Principal | - |
Ausbildung von John Patrick Cogswell
| Northeastern University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
