Meet Our Team

John Cogswell, CFA®

Director, Portfolio Research and Management

Designations

John holds the Chartered Financial Analyst® designation.

Experience and Education

John serves as a key contributor to the Mariner’s active portfolio positioning. He brings a multi-asset discipline with a primary focus on the global equity and fixed income markets.

John began his career in the financial service industry in 1995. Prior to joining Mariner, he was a portfolio manager and chief marketing strategist at Baystate Wealth Management, which was acquired by Mariner in January 2024. Before that, 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.

John holds bachelor’s degrees in both finance and international finance from Northeastern University.

Personal Interests

Away from the office, John is an avid skier and enjoys traveling.