Alison G. Cosgrove, CFP®, CIMA®, CDFA®
Director of Wealth Planning
As Director of Wealth Planning at Bradley Foster & Sargent, Ali is responsible for providing in-depth insights into wealth planning and investment management. She provides tailored advice to clients, helping them confidently navigate life’s planned and unplanned events.
Before joining Bradley Foster & Sargent, Ali spent over a decade at JPMorgan Asset & Wealth Management, working in both New York and London. In her most recent role as a Learning Director in the Private Bank, she designed and facilitated training programs for Bankers and Investors, focusing on estate planning, portfolio management, tax strategies, and client engagement. Ali holds the designation of Certified Financial Planner®, Certified Investment Management Analyst®, and Certified Divorce Financial Analyst®.
A native of Stonington, CT, Ali enjoys playing tennis and spending time outdoors with her husband and young children, Lily and Liam.