Allegra Cosgrave

National Accounts professional who has extensive experience of on-boarding newly launched mutual funds onto multiple broker dealer platforms while developing and maintaining relationships with home office gatekeepers/decision makers. I have worked with many home office teams including LPL, Commonwealth, Morgan Stanley, UBS, Oppenheimer, Deutsche Bank, Charles Schwab, BNY Mellon/Lockwood, Pershing and Brinker Capital. I have had a long-standing career in the investment management industry with majority of my career spent at McHugh Associates, Inc., a high quality growth asset management firm. At McHugh, I was a Senior Vice President of Sales and Marketing. In this role, I was responsible for bringing in new clients, both Institutional and HNW Individuals. I also served as the Relationship Manager to the accounts I brought to the firm. Specialties: FINRA Licenses 7 and 63; Relationship management, business development, account management, marketing, and client service.