John Patrick Cogswell
Mitglied des Investmentausschusses bei Baystate Wealth Management LLC
Aktive Positionen von John Patrick Cogswell
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | - |
Portfolio Manager-Aktien | 01.01.2010 | - | |
Marktstratege | 01.01.2012 | - |
Karriereverlauf von John Patrick Cogswell
Ehemalige bekannte Positionen von John Patrick Cogswell
Unternehmen | Position | Beginn | 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 | 01.01.2001 | 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 |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Government | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
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 |
- Börse
- Insiders
- John Patrick Cogswell
- Erfahrung