![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
Grundare på
Baystate Wealth Management LLC
Profil
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.
Aktiva positioner av Tom O'Connor
| Företag | Position | Start |
|---|---|---|
Baystate Wealth Management LLC
 Baystate Wealth Management LLC Investment ManagersFinance Mariner aims to provide and create investment strategies and build portfolios customized to their clients goals, needs and objectives. They build client portfolios by using asset allocation strategies with multiple categories of investments with varying levels of risk and varying expected rates of return. | Grundare | 2010-01-01 |
Tidigare kända positioner av Tom O'Connor
| Företag | Position | Slut |
|---|---|---|
Catalyst Financial Partners LLC
 Catalyst Financial Partners LLC Investment ManagersFinance Provides investment advice | Verkställande Direktör | 2023-12-01 |
| SILVERCREST ASSET MANAGEMENT GROUP INC. | Generell Rådgivare | 2010-03-01 |
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 | Generell Rådgivare | 2008-10-02 |
Hale & Dorr LLP
 Hale & Dorr LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Företagsledare/Principal | 2000-03-31 |
Rogers & Wells
 Rogers & Wells Miscellaneous Commercial ServicesCommercial Services Operates as a law firm | Företagsledare/Principal | - |
Tom O'Connors utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
51
Första gradens relationer
8
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 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 Mariner aims to provide and create investment strategies and build portfolios customized to their clients goals, needs and objectives. They build client portfolios by using asset allocation strategies with multiple categories of investments with varying levels of risk and varying expected rates of return. | Finance |
Catalyst Financial Partners LLC
Catalyst Financial Partners LLC Investment ManagersFinance Provides investment advice | Finance |
