Advisor at Eaton Vance Management
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Firm
Eaton Vance Management
Location
Boston, MA 02109
Credentials
Series 63, Series 65
Industry experience
35 years
Patrick Cosgrove is a financial advisor at Eaton Vance Management with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Eaton Vance Management since 2009, having also worked at Eaton Vance Distributors, Inc. since 2001. Based in Boston, MA, he primarily serves institutional and pooled investment clients. Eaton Vance Management is an SEC-registered investment adviser and subsidiary of Morgan Stanley, managing approximately $84.9 billion in assets as of December 31, 2024. The firm focuses on fundamental analysis across equity and debt markets, serving registered investment companies, private pooled vehicles, and a wide range of institutional clients with diversified strategies including equity, income, mixed-asset, and alternative investments.
Based on Eaton Vance Management
Fees vary based on particular client circumstances or as negotiated; no specific tiers clearly stated in brochure
Performance fees negotiated individually with qualified clients; no standard rate provided.
One Post Office Square
Boston, MA 02109
Massachusetts
Eaton Vance Management
2009 - Present (17 years)
Eaton Vance Distributors, Inc.
2001 - Present (25 years)
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Is active or affiliated with:
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Real estate agent
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Other specialized services
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Is not active or affiliated with:
Insurance agent
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Bank
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, Series 65
Quincy, MA
Brio Financial Planning
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
CFA®, Series 65
Cambridge, MA
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Series 65
Arlington, MA
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Series 63, Series 65
Reading, MA
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CFA®, Series 63
Boston, MA
Woodland Investment Consulting LLC
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