Alison G. Cosgrove, CIMA^®

As Senior Wealth Planner at Bradley Foster & Sargent, Ali plays a pivotal role in enhancing our wealth planning capabilities and supporting business development. She collaborates closely with the sales team to identify opportunities and strengthen client relationships.

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 Investment Management Analyst®.

A native of Stonington, CT, Ali enjoys playing tennis and spending time outdoors with her husband and young children, Lily and Liam.