Stuart Weinel Long
Analyst-Equity presso Baystate Wealth Management LLC
Provenienza dei contatti di primo grado di Stuart Weinel Long
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
6
| Subsidiary | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Stuart Weinel Long tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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. | Investment Managers | Corporate Officer/Principal | |
| Rochester Christian University | College/University | Masters Business Admin | |
| SILVERCREST ASSET MANAGEMENT GROUP INC. | Investment Managers | General Counsel | |
| Boston College | College/University | Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Masters Business Admin | |
| St. Lawrence University | College/University | Undergraduate Degree | |
| Wheaton College (Massachusetts) | College/University | Undergraduate Degree | |
| Albany Law School | College/University | Graduate Degree | |
| Rogers & Wells | Corporate Officer/Principal | ||
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 | |
BOSTON WEALTH STRATEGIES INC.
 BOSTON WEALTH STRATEGIES INC. Investment ManagersFinance Boston Wealth Strategies Inc. offers financial and wealth management services. The private company is located in the US. | Investment Managers | Founder |
Statistiche
Distribuzione geografica
| Stati Uniti | 18 |
Settori
| Finance | 9 |
| Consumer Services | 7 |
| Commercial Services | 2 |
| Government | 2 |
Posizioni
| Corporate Officer/Principal | 8 |
| Portfolio Manager-Equities | 5 |
| Undergraduate Degree | 4 |
| Investment Committee Member | 3 |
| Analyst-Equity | 3 |
Contatti più connessi
| Insiders | |
|---|---|
| Tom O'Connor | 8 |
| John Patrick Cogswell | 5 |
| Josh Pierce | 5 |
| Greg Pinto | 3 |
| Andy Mai | 2 |
| Ethan Macdougall Somers | 1 |
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