![Tom O'Connor](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Tom O'Connor
Fondatore presso
Baystate Wealth Management LLC
Profilo
Mr. Thomas N.
O'Connor is a Managing Director at Mariner Managed Account Solutions LLC.
He is charged with overseeing and running the day-to-day business of Baystate Wealth and formulating and implementing Baystate Wealth’s short-term and long-term strategic goals and objectives.
He also oversees Baystate Wealth’s compliance program, policies, and procedures.
He spent 20 years practicing law with Hale and Dorr in Boston (now Wilmer Hale).
In March 2000, he retired from Hale and Dorr and entered the financial services industry by founding and running a registered investment advisory firm called Marathon Capital Group.
After selling Marathon Capital in October 2008, he founded Baystate Wealth in 2009.
In all, he has over 20 years of experience running federally registered investment advisory firms.
He received his undergraduate degree from St. Lawrence University and a graduate degree from Albany Law School.
Posizioni attive di Tom O'Connor
| Società | Posizione | Inizio |
|---|---|---|
Baystate Wealth Management LLC
 Baystate Wealth Management LLC Investment ManagersFinance BWM aims to provide appropriate risk-adjusted returns over several market cycles. Their investment process and models are designed towards preserving principal and mitigating risk. For every client, the firm creates a “Risk Budget” and actively manages passive investment strategies with an eye toward reducing overall expenses. Their portfolios are generally invested globally. | Fondatore | 01/01/2010 |
Precedenti posizioni note di Tom O'Connor
| Società | Posizione | Fine |
|---|---|---|
Catalyst Financial Partners LLC
 Catalyst Financial Partners LLC Investment ManagersFinance Provides investment advice | Amministratore Delegato | 01/12/2023 |
| SILVERCREST ASSET MANAGEMENT GROUP INC. | Consigliere Generale | 01/03/2010 |
Marathon Capital Group LLC
 Marathon Capital Group LLC Investment ManagersFinance Marathon Capital Group employs a growth at a reasonable price strategy that focuses on capital preservation and investments in large-cap US companies | Consigliere Generale | 02/10/2008 |
Hale & Dorr LLP
 Hale & Dorr LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Corporate Officer/Principal | 31/03/2000 |
Rogers & Wells
 Rogers & Wells Miscellaneous Commercial ServicesCommercial Services Operates as a law firm | Corporate Officer/Principal | - |
Formazione di Tom O'Connor
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
39
Relazioni di 1° grado
8
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 8 |
|---|---|
Silvercrest Asset Management Group, Inc.
 Silvercrest Asset Management Group, Inc. Investment ManagersFinance Provides financial advisory and related family office services | Finance |
Marathon Capital Group LLC
Marathon Capital Group LLC Investment ManagersFinance Marathon Capital Group employs a growth at a reasonable price strategy that focuses on capital preservation and investments in large-cap US companies | Finance |
Hale & Dorr LLP
Hale & Dorr LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
St. Lawrence University
 St. Lawrence University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Albany Law School
 Albany Law School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rogers & Wells
Rogers & Wells Miscellaneous Commercial ServicesCommercial Services Operates as a law firm | Commercial Services |
Baystate Wealth Management LLC
Baystate Wealth Management LLC Investment ManagersFinance BWM aims to provide appropriate risk-adjusted returns over several market cycles. Their investment process and models are designed towards preserving principal and mitigating risk. For every client, the firm creates a “Risk Budget” and actively manages passive investment strategies with an eye toward reducing overall expenses. Their portfolios are generally invested globally. | Finance |
Catalyst Financial Partners LLC
Catalyst Financial Partners LLC Investment ManagersFinance Provides investment advice | Finance |
