Marc Cosgrove is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management working with his team in the Rockefeller Center, New York office.
Marc’s primary responsibilities include acting as a Financial Advisor and relationship manager for his clients and acting as a liaison to Merrill's and Bank of America's consumer products and platforms and Institutional Services. He is responsible for the management of investment portfolios, corporate cash management, financial strategies, trust and estate planning services, asset allocation modeling and investment manager placement. He also focuses on corporate benefit plans such as 401k, 403b, stock option and executive deferred compensation.
Marc holds a Bachelor of Science from St. Peters College. He has attended JAIMS (Japanese-American Institute of Management Science), in Honolulu, Hawaii. He is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Marc has graduated from Merrill's professional development program. He also participates in training some of Merrill Lynch Wealth Management’s aspiring young financial advisors. Marc began his career as a Financial Advisor with Merrill in 1993.
Marc has devoted time to aiding underprivileged children and families in Peru as part of a volunteer program through his alma mater. This included spending three months in the Andes working with families as part of a Jesuit mission.
Marc enjoys many hobbies and interests including travel, art, photography, motorcycles, skiing/snowboarding, scuba diving, writing and playing music, and boating.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.