Andrew Cosgrove

President, Bluestone Financial Advisors, LLC
New York, New York, United States

Professional Overview

Andrew Cosgrove is the President of Bluestone Financial Advisors, LLC, a leading financial advisory firm based in New York City. With over 15 years of experience in the financial services industry, he has developed a strong expertise in wealth management, investment planning, and retirement strategies.

Experience Summary

Current Role

As the President of Bluestone Financial Advisors, LLC, Andrew is responsible for overseeing the firm's strategic direction, client engagement, and operational excellence. Under his leadership, the firm has grown to manage over $500 million in client assets, providing tailored financial solutions to high-net-worth individuals and families. Andrew's strategic vision and commitment to client-centric service have been instrumental in the firm's consistent growth and industry recognition.

Career Progression

Prior to joining Bluestone Financial Advisors, Andrew held various management roles at leading financial institutions, including Vice President of Wealth Management at Merrill Lynch and Senior Financial Advisor at JPMorgan Chase. Throughout his career, he has demonstrated a strong ability to build and lead high-performing teams, develop innovative financial strategies, and drive exceptional client outcomes.

Academic Background

Andrew holds a Bachelor of Science in Finance from the University of Pennsylvania's Wharton School, where he graduated cum laude. He is also a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA).

Areas of Expertise

• Wealth management and investment planning

• Retirement and estate planning

• Tax-efficient financial strategies

• Alternative investment solutions

• Client relationship management and business development

Professional Impact

Under Andrew's leadership, Bluestone Financial Advisors has been recognized as one of the top wealth management firms in the Northeast, having been named to the Financial Times' list of Top 300 Registered Investment Advisors for the past three consecutive years. Additionally, Andrew has been a frequent speaker at industry conferences and has authored articles on various financial planning topics, contributing to the firm's thought leadership in the industry.

Conclusion

With his exceptional track record, strong technical expertise, and commitment to client service, Andrew Cosgrove is positioned to continue driving the growth and success of Bluestone Financial Advisors. As the firm's President, he is dedicated to empowering clients to achieve their financial goals and solidifying the firm's reputation as a trusted advisor in the wealth management industry.