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 also the founder of Running Oak Capital, where he refined his efficient growth investment strategy and earned the attention of his Wharton professors.
Seth Cogswell is not affiliated with LPL Financial.