Nathan Irons
Managing Member
Nathan is the founder and managing member of Bluestone Financial Advisors, LLC. As well as serving as advisor to Bluestone’s business owner clients, Nathan also directs the firm’s strategy, growth and development of new capabilities and services.
As an entrepreneur himself Nathan brings extensive business experience to his client relationships. He also possesses a detailed understanding of business and financial planning tools and techniques. But it is Nathan’s unique ability to quickly synthesize many complex ideas into a results-oriented plan of action that heads the list of broad-ranging capabilities he has developed in his career as a successful and innovative entrepreneur.
Nathan founded Bluestone’s predecessor company in 1999 and since then has focused on developing a unique copyrighted business process as the foundation for engaging fellow business owners in a more productive and results-driven advisory service. The registration of Bluestone Financial Advisors, LLC as a Registered Investment Advisor (RIA) in 2008 was a further milestone in creating a system designed to eliminate the typical conflicts of interest inherent in the financial services industry.
Prior to establishing his own company, Nathan worked with business owners as a representative of several financial services companies beginning in 1992, primarily working with business owners. During this time Nathan developed a deep understanding of various insurance-related products, including life and disability insurance, as well as securities.
Nathan was born and raised in Vermont. After high school, he traveled across the US and Mexico before enlisting in the US Navy. He is an avid reader, with a keen interest in health and wellness.
Andrew Cosgrove
Director of Investments & Analysis
Since joining Bluestone in 2007 Andrew has fulfilled two primary roles: first, he serves as an advisor to the firm’s business owner clients, providing comprehensive support and guidance in insurance, estate planning, investments, tax and related disciplines.
Second, he designs and oversees all aspects of the firm’s investment management program, including investment philosophy and process, manager due diligence and selection, and general research and analytics.
In addition, Andrew has developed Bluestone’s analytical and research capabilities in areas such as insurance and real estate reporting. He also serves as the firm’s chief compliance officer.
Prior to joining Bluestone Andrew spent eight years at GE Capital, primarily working in investment-related roles. Andrew’s experience was exceptionally diverse, and included positions in the US, UK and Australia; corporate debt and equity investing; capital markets products; and a broad range of industry exposure centering on healthcare and telecom. Prior to joining GE Capital, Andrew also worked for a property and casualty insurer in Australia. Collectively, he has over 14 years of experience in financial services.
Andrew is a CFA charterholder. He received his undergraduate degree from the University of Portland, OR, where he played NCAA Division I tennis. He received his MBA from Arizona State University.