Talk to sales Try for Free
John Cogswell, CFA

John Cogswell, CFA

Investment Advisor

Followers of John Cogswell, CFA754 followers
location of John Cogswell, CFAWakefield, Massachusetts, United States

Connect with John Cogswell, CFA to Send Message

Connect

Connect with John Cogswell, CFA to Send Message

Connect

  • Timeline

  • About me

    Director, Portfolio Management and Research

  • Education

    • Northeastern University

      1990 - 1995

  • Experience

    • Gruntal & Co.

      Jan 1996 - Jan 1999
      Investment Advisor

    • A.G. Edwards

      Jan 1999 - May 2001
      Investment Advisor

    • Kobren Insight Management

      Jan 2001 - Jan 2004
      Vice President

    • E*TRADE

      May 2001 - Aug 2009
      Wealth Manager - SVP

    • Baystate Wealth Management

      Aug 2009 - now
      Portfolio Manager, Chief Market Strategist

      Baystate Wealth Management is a registered investment advisor, providing fee-based asset management to select high net worth individuals, professional athletes, family-run and closely-held businesses, trusts and foundations.Baystate’s hallmark is individual client customization – It’s all about you. Because every client’s financial goals and objectives are unique, the Baystate Companies offer each client a customized solution through a comprehensive suite of services. Our relationship with each client is based on mutual respect and trust. Therefore, we keep our focus on each client’s individual needs, goals and objectives and work in a collaborative effort to achieve those goals and objectives. Show less

    • BAYSTATE WEALTH MANAGEMENT, LLC

      Jan 2024 - now
      Director, Portfolio Management and Reserach

  • Licenses & Certifications

    • Chartered Financial Analyst

      162977