![Mary C. Lewis](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Provenienza dei contatti di primo grado di Mary C. Lewis
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Public Company | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Mary C. Lewis tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
St. Lawrence University | College/University | Undergraduate Degree | |
Albany Law School | College/University | Graduate Degree | |
Rogers & Wells | Corporate Officer/Principal | ||
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. | Investment Managers | Founder | |
Catalyst Financial Partners LLC
![]() Catalyst Financial Partners LLC Investment ManagersFinance Catalyst Financial Partners LLC is a wealth management company that combines institutional caliber investment management with integrated planning services and innovative technology. The private company is based in Boston, MA and was founded in 2018. The company helps clients manage their wealth at every stage of life, building long-term relationships and understanding their goals. Thomas Neal O'Connor has been the CEO of the company since 2018. | Investment Managers | Chief Executive Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Settori
Finance | 4 |
Consumer Services | 3 |
Commercial Services | 2 |
Posizioni
Corporate Officer/Principal | 4 |
Trading-Equity | 2 |
Sales & Marketing | 2 |
Trading-Fixed Income | 2 |
General Counsel | 2 |
Contatti più connessi
Insiders | |
---|---|
Tom O'Connor | 8 |
Nancy E. Higgins | 2 |
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