John Cogswell, CFA

Director, Portfolio Research and Management

John Cogswell is the Director, Portfolio Research and Management for BWM, a member of the Investment Committee, and a Senior Portfolio Manager.

John began his career in the financial service industry in 1995. Prior to Joining BWM, John was a Senior Vice President at Kobren Insight Management, an E*Trade Wealth Management company. Earlier in his career, John was an investment manager at A.G. Edwards, and a registered representative at Gruntal & Co.

After graduating from Northeastern University, John 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, John served as a member of the firm’s investment committee.

John joined BWM as a Portfolio Manager in 2009. He was promoted to Chief Market Strategist in 2012.

John received a Bachelor’s of Science, with a dual major in Finance and International Finance, from Northeastern University in 1995.  John is an avid skier and enjoys traveling to foreign countries such as Ireland, Iceland, and Mexico and the islands.


Please Note: Limitations.The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if BWM is engaged, or continues to be engaged, to provide investment advisory services.