Chancery Financial Advisors
137 S. Crestmoor Ave., Louisville, KY 40206
502-899-9131 Office • 502-894-0954 Fax
jcogswell@prg-group.net
http://www.chanceryfa.com/new/chanceryfa/
J. Chris Cogswell established Chancery Financial Advisors in Louisville, Kentucky in 2002. Prior to establishing Chancery Financial Advisors, Chris lived and worked in Hong Kong and China in the investment banking industry.
Professional Background:
Chris worked as an equity analyst with Peregrine Brokerage Ltd. in Hong Kong covering the Chinese stock markets from 1994 through 1996. He held the same role with Nikko Research Centre from 1996 through 1998, and was based in Shanghai from 1997-1998. During this time Chris traveled throughout China visiting companies and developing relationships that he maintains to this day, and made use of his Mandarin Chinese ability on a daily basis. Chris left the banking world for the corporate world, working in Strategic Investments for Distacom Communications Ltd. in Hong Kong from 1998 through 2000. This was an Asian regional role and Chris aided Distacom in the management of its US$1bn wireless investment portfolio, including investments in Japan, Hong Kong, India, Malaysia, and Thailand.
Academic Background:
Chris graduated from St. Xavier High School in 1985 and attended Indiana University, Bloomington. He graduated from IU in 1989 with a BA in History from the College of Arts and Sciences, and a Certificate of Public Affairs from the School of Public and Environmental Affairs. His Asian history studies at IU led him to study Chinese culture and language in Beijing for an academic year after graduating from IU. Chris received a degree in Mandarin Chinese from the Beijing Foreign Language Normal College in 1990.
After returning to the U.S., Chris completed his Master of International Management (MIM) with a concentration in finance at Thunderbird – The Garvin School of International Management in 1993.
Professional Designations and Licenses:
Chris is an Accredited Investment Fiduciary®, and a member of the Center for Fiduciary Studies. He is a founding member of the Catholic-based Faith and Family Advisor Network. Chris is a registered representative of Portfolio Resources Group and an Advisor Representative and member of the Investment Committee of Portfolio Resources Advisory Group. He has both Series 7 and Series 66 registrations.
Personal:
Chris is happily married to Ampy Lee Cogswell, and both look forward to the growth of their family. He can’t find enough time for cycling, golfing, or traveling. Chris is a member of the St James / St Brigid Catholic parish cluster in the Highlands of Louisville, Kentucky.