Seth Cogswell, MBA

Portfolio Manager

Seth Cogswell serves as a strategic partner of Marks Group

and is not affiliated with LPL Financial.

Seth Cogswell, MBA

Portfolio Manager

Seth Cogswell serves as a strategic partner of Marks Group

and is not affiliated with LPL Financial.

We are always looking to deepen the Marks Group bench with smart, hard-working professionals and were excited to add Seth in spring 2017 as the subadvisor for our Core Equity portfolio, our firm’s flagship strategy. His management style includes a rules-based method of managing risk that adds more discipline to the process of screening, selecting, and monitoring individual stocks on behalf of our clients.

Before joining forces with Marks Group, Seth lived in New York for 14 years, where he was a lead portfolio manager at Trillium Asset Management. He graduated from the University of North Carolina with a degree in Operations Research and earned his MBA from The Wharton School in Pennsylvania, whose alumni include Warren Buffett and Elon Musk. Seth is the founder of Running Oak Capital, where he refined his efficient growth investment strategy and earned the attention of his Wharton professors.

Seth was born in Maine and spent his early years in Ohio, though he considers himself to be from Asheville, North Carolina, where his family moved when he was 9. Despite his accomplishments, Seth will tell you his wife Jena, a Minnesota native, has the more impressive resumé. Jena was an All-American soccer player at UNC and played midfield for the US National Team. In their 11 years of marriage, Seth and Jena have celebrated the birth of three children (Raleigh, Finn, and Isla) and two National Championships for the Tar Heels. They now live in Edina.

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Marks Group Wealth Management, a registered investment advisor and separate entity from LPL Financial. The LPL registered representatives associated with the website may only discuss securities or transact business with persons who are residents of: AR, AZ, CA, CO, FL, IA, IL, IN, KY, ME, MI, MN, MO, NC, ND, NV, NY, OH, OK, OR, SC, TX, VA, WI.
Barron’s Top Financial Advisors (2010-2019) is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
The Forbes Best-In-State Wealth Advisor (2018-2019) and the Forbes America’s Top Wealth Advisors (2017) are based on client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.