Stuart Weinel Long

Mr. Stuart W.
Long, CFA, is a Vice President & Analyst at Baystate Wealth Management LLC.
He is an active participant and voting member of the Investment Committee.
As the Head Trader for BWM, he is tasked with the implementation and execution of the portfolio strategies approved by the Investment Committee.
As a Vice President and Portfolio Analyst, he works with advisors and their clients to determine and build an asset allocation based on the client’s unique needs.
Additionally, he provides timely research to the investment committee on current trends in capital markets and fundamental valuations of global market segments.
Prior to joining BWM in 2012, he held several positions at UBS Wealth Management, most recently as a Branch Analyst supporting Financial Advisors with client engagement and retention.
He assisted with all aspects of the of the client process, including the creation of financial plans, asset allocation, manager search and selection, portfolio construction, and strategy reviews.
He graduated from the University of Maryland, College Park, with a B.A.
in Economics in 2004.
He is a CFA charterholder.