Tom O'Connor
Fondatore presso Baystate Wealth Management LLC
Posizioni attive di Tom O'Connor
| 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. | Fondatore | 01/01/2010 | - |
| Responsabile della Conformità | 01/01/2010 | 01/01/2024 | |
| Presidente | 01/01/2010 | 01/01/2024 | |
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. | Amministratore Delegato | 01/12/2018 | - |
| Responsabile della Conformità | 01/12/2018 | - |
Storia della carriera di Tom O'Connor
Precedenti posizioni note di Tom O'Connor
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
| SILVERCREST ASSET MANAGEMENT GROUP INC. | Consigliere Generale | 03/10/2008 | 01/03/2010 |
| Corporate Officer/Principal | 03/10/2008 | 01/03/2010 | |
Marathon Capital Group LLC
 Marathon Capital Group LLC Investment ManagersFinance Founded in 2000 by Todd Kanter and Tom O'Connor, Marathon Capital Group LLC is a registered investment advisor firm located in Boston | Consigliere Generale | 01/03/2000 | 02/10/2008 |
| Corporate Officer/Principal | 01/03/2000 | 02/10/2008 | |
| Hale & Dorr LLP | Corporate Officer/Principal | 31/03/2000 | 31/03/2000 |
| Rogers & Wells | Corporate Officer/Principal | - | - |
Formazione di Tom O'Connor
| St. Lawrence University | Undergraduate Degree |
| Albany Law School | Graduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 9 |
Posizioni
| Corporate Officer/Principal | 4 |
| General Counsel | 2 |
| Compliance Officer | 2 |
Settori
| Finance | 5 |
| Consumer Services | 3 |
| Commercial Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| SILVERCREST ASSET MANAGEMENT GROUP INC. | Finance |
| Aziende private | 5 |
|---|---|
Marathon Capital Group LLC
Marathon Capital Group LLC Investment ManagersFinance Founded in 2000 by Todd Kanter and Tom O'Connor, Marathon Capital Group LLC is a registered investment advisor firm located in Boston | Finance |
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 |
| Hale & Dorr LLP | Commercial Services |
| Rogers & Wells | |
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. | Finance |
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