Josh Pierce
Direttore della Ricerca - Azioni presso Baystate Wealth Management LLC
Posizioni attive di Josh Pierce
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Baystate Wealth Management LLC
 Baystate Wealth Management LLC Investment ManagersFinance Baystate Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Thomas “Tom” O'Connor in 2010. They were acquired by Mariner Wealth Advisors LLC in 2024. BWM creates and manages customized portfolios for high-net-worth individuals, corporate pensions and profit-sharing plans, closely held and family businesses, corporations, trusts, foundations, and athletes involved in professional and amateur athletics. | Analyst-Equity | 01/01/2010 | - |
| Direttore degli Investimenti | 01/01/2021 | - | |
| Direttore della Ricerca - Azioni | 01/01/2010 | - | |
| Membro del Comitato di Investimento | 01/01/2010 | - | |
| Gestore di Portafoglio-Azioni | 01/01/2010 | - |
Storia della carriera di Josh Pierce
Precedenti posizioni note di Josh Pierce
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
| Fleet National Bank of Massachusetts NA | Corporate Officer/Principal | - | - |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - | - |
Formazione di Josh Pierce
| Northeastern University | Masters Business Admin |
| Wheaton College (Massachusetts) | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 6 |
Posizioni
| Corporate Officer/Principal | 2 |
| Analyst-Equity | 1 |
| Chief Investment Officer | 1 |
Settori
| Finance | 4 |
| Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 3 |
|---|---|
Baystate Wealth Management LLC
Baystate Wealth Management LLC Investment ManagersFinance Baystate Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Thomas “Tom” O'Connor in 2010. They were acquired by Mariner Wealth Advisors LLC in 2024. BWM creates and manages customized portfolios for high-net-worth individuals, corporate pensions and profit-sharing plans, closely held and family businesses, corporations, trusts, foundations, and athletes involved in professional and amateur athletics. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
| Fleet National Bank of Massachusetts NA | Finance |
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