North Reading professional John P. Cogswell has an extensive background in finance extending to the mid-1990s. As a principal market strategist with Baystate Wealth since 2009, he has excelled in delivering market-informed portfolio-building and allocation strategies. Seeking out holdings that mitigate risk, John P. Cogswell helps ensure that clients have reliable access to tailored, broadly diversified retirement, succession, and legacy plans.

Mr. Cogswell meets client timelines and risk tolerances through holdings that extend beyond traditional stocks and bonds to include alternative instruments, options, and fixed-income holdings. He is active with the Boston Analyst Society and maintains certification as a Chartered Financial Analyst (CFA) charter holder.

Mr. Cogswell attended Northeastern University as an undergraduate and pursued studies in finance and global finance. His favorite pastimes include golf and skiing.