John Cogswell - CFA

Portfolio Manager, Baystate Wealth Management

100 William Street, Suite 300
Wellesley, MA 02481

Phone: (617)585-4500
Fax: (617)369-9040

John began his career in the financial services industry in 1995. As a Portfolio Manager, John recognizes the importance of risk and the toll it can take on a client both personally and financially. Therefore, John strives to create an investment process that is a best fit for the client. He works closely with his clients to understand their concerns and their financial and life goals. John brings structure, discipline, and an overriding strategy to his client’s portfolios with limits on being aggressive while respecting the clients’ risk tolerances.

Prior to joining Baystate Wealth Management, John was a Senior Vice President at E*Trade Wealth Management, an Investment Manager, at A.G Edwards, and a Registered Representative at Gruntal & Co. After graduating from college John joined Gruntal & Co to help retail investors build portfolios of smaller to mid-sized companies using the firm’s proprietary research. 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 Investment Committee. His primary focus was determining investment strategy and asset allocation for a number of the firm’s existing and prospective clients.

John received his BA in both Finance and International Finance from Northeastern University in Boston, MA. He has been a member of the Boston Security Analyst Society (BSAS) since 2001 and is a CFA Charterholder who has earned the right to use the Chartered Financial Analyst Designation.

Portfolio management services are offered through Baystate Wealth Management LLC, a registered investment adviser. Baystate Wealth Management is not affiliated with New England Securities.