John Cogswell

Miembro del Comité de Inversión en

Baystate Wealth Management LLC

Finance

Government

Consumer Services

Perfil

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.

Cargos activos de John Cogswell

Empresas	Cargo	Inicio
Baystate Wealth Management LLC Baystate Wealth Management LLC Investment ManagersFinance Mariner aims to provide and create investment strategies and build portfolios customized to their clients goals, needs and objectives. They build client portfolios by using asset allocation strategies with multiple categories of investments with varying levels of risk and varying expected rates of return.	Miembro del Comité de Inversión	01/01/2010

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Antiguos cargos conocidos de John Cogswell.

Empresas	Cargo	Fin
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.	Miembro del Comité de Inversión	01/04/2009
A.G. Edwards Asset Management	Gestor de Cartera-Acciones	-
Gruntal & Co. LLC Gruntal & Co. LLC General GovernmentGovernment Provides financial services	Corporate Officer/Principal	-

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Empresas privadas	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 Mariner aims to provide and create investment strategies and build portfolios customized to their clients goals, needs and objectives. They build client portfolios by using asset allocation strategies with multiple categories of investments with varying levels of risk and varying expected rates of return.	Finance