John Cogswell

Mitglied des Investmentausschusses bei

Baystate Wealth Management LLC

Finance

Government

Consumer Services

Profil

Mr. John P.
Cogswell is a Director of Portfolio Research & Management at Mariner Managed Account Solutions 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 Kobren 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 joined Gruntal & Co to construct portfolios of smaller to mid-sized companies using the firm’s proprietary research for retail clients.
At A.G.
Edwards, he managed portfolios of equities incorporating hedging strategies with exchange-traded options.
While at E*Trade Wealth Management, he served as a member of the firm’s investment committee.
He received a Bachelor’s of Science, with a dual major in Finance and International Finance, from Northeastern University in 1995.

Aktive Positionen von John Cogswell

Unternehmen	Position	Beginn
Baystate Wealth Management LLC Baystate Wealth Management LLC Investment ManagersFinance BWM aims to provide appropriate risk-adjusted returns over several market cycles. Their investment process and models are designed towards preserving principal and mitigating risk. For every client, the firm creates a “Risk Budget” and actively manages passive investment strategies with an eye toward reducing overall expenses. Their portfolios are generally invested globally.	Mitglied des Investmentausschusses	01.01.2010

Alle aktiven Positionen von John Cogswell

Ehemalige bekannte Positionen von John Cogswell

Unternehmen	Position	Ende
Adviser Investments Acquisition Co. LLC Adviser Investments Acquisition Co. LLC Investment ManagersFinance Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives.	Mitglied des Investmentausschusses	01.04.2009
A.G. Edwards Asset Management	Portfolio Manager-Aktien	-
Gruntal & Co. LLC Gruntal & Co. LLC General GovernmentGovernment Provides financial services	Corporate Officer/Principal	-

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Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

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Unternehmensverbindungen

Private Unternehmen	5
A.G. Edwards Asset Management	Finance
Adviser Investments Acquisition Co. LLC Adviser Investments Acquisition Co. LLC Investment ManagersFinance Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives.	Finance
Gruntal & Co. LLC Gruntal & Co. LLC General GovernmentGovernment Provides financial services	Government
Northeastern University Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Baystate Wealth Management LLC Baystate Wealth Management LLC Investment ManagersFinance BWM aims to provide appropriate risk-adjusted returns over several market cycles. Their investment process and models are designed towards preserving principal and mitigating risk. For every client, the firm creates a “Risk Budget” and actively manages passive investment strategies with an eye toward reducing overall expenses. Their portfolios are generally invested globally.	Finance