John Cogswell

Investment Committee Member at

Baystate Wealth Management LLC

Finance

Government

Consumer Services

Profile

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.

John Cogswell active positions

Companies	Position	Start
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.	Investment Committee Member	2009-12-31

All active positions of John Cogswell

Former positions of John Cogswell

Companies	Position	End
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.	Investment Committee Member	2009-03-31
A.G. Edwards Asset Management	Portfolio Manager-Equities	-
Gruntal & Co. LLC Gruntal & Co. LLC General GovernmentGovernment Provides financial services	Corporate Officer/Principal	-

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Linked companies

Private companies	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