A longtime North Reading, Massachusetts, financial professional, John P. Cogswell has held responsibilities with Baystate Wealth as chief market strategist since 2009. He excels at portfolio building and seeks out creative ways of allocating assets across various classes and with diversified risk exposures. Engaging closely with clients, John P. Cogswell identifies opportunities in areas such as equities, options, and low-risk fixed income holdings. He is also adept at defining alternative investment strategies that reflect emerging trends in areas of high potential growth.
Mr. Cogswell’s professional qualifications include certification as a Chartered Financial Analyst (CFA) and being a member of CFA International. Also active with the Boston Analyst Society, he is committed to upholding the highest standards of client service in all of his work.
Mr. Cogswell holds degrees in international finance and finance earned at Northeastern University. In his free time, he enjoys cooking and golfing in his local area. During the snow season, he is also an avid skier who takes advantage of the many mountain resorts that New England offers.