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John Patrick Cogswell
Miembro del Comité de Inversión en Baystate Wealth Management LLC .
Cargos activos de John Patrick Cogswell
Empresas | Cargo | Inicio | Fin |
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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. | Miembro del Comité de Inversión | 01/01/2010 | - |
Gestor de Cartera-Acciones | 01/01/2010 | - | |
Estratega de mercado | 01/01/2012 | - |
Historial de carrera de John Patrick Cogswell
Antiguos cargos conocidos de John Patrick Cogswell.
Empresas | Cargo | Inicio | Fin |
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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. | Miembro del Comité de Inversión | 01/01/2001 | 01/04/2009 |
A.G. Edwards Asset Management | Gestor de Cartera-Acciones | - | - |
Gruntal & Co. LLC | Corporate Officer/Principal | - | - |
Formación de John Patrick Cogswell.
Northeastern University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 6 |
Operativa
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Sectorial
Finance | 4 |
Consumer Services | 2 |
Government | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 4 |
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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 |