Tom O'Connor
Gründer bei Baystate Wealth Management LLC
Profil
Mr. Thomas N.
O'Connor is a Chief Executive Officer & Chief Compliance Officer at Catalyst Financial Partners LLC and a Managing Director at Baystate Wealth Management LLC.
He is charged with overseeing the day-to-day business of Catalyst and formulating and implementing Catalyst’s short-term and long-term strategic goals and objectives.
Mr. O'Connor was previously employed as a General Counsel by Silvercrest Asset Management Group, Inc., a General Counsel by Marathon Capital Group LLC, a Senior Partner by Hale & Dorr LLP, and a Principal by Rogers & Wells.
He received his undergraduate degree from St. Lawrence University and a graduate degree from Albany Law School.
Aktive Positionen von Tom O'Connor
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Gründer | 01.01.2010 |
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. | Vorstandsvorsitzender | 01.12.2018 |
Ehemalige bekannte Positionen von Tom O'Connor
| Unternehmen | Position | Ende |
|---|---|---|
| SILVERCREST ASSET MANAGEMENT GROUP INC. | General Counsel | 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 | General Counsel | 02.10.2008 |
| Hale & Dorr LLP | Corporate Officer/Principal | 31.03.2000 |
| Rogers & Wells | Corporate Officer/Principal | - |
Ausbildung von Tom O'Connor
| St. Lawrence University | Undergraduate Degree |
| Albany Law School | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| SILVERCREST ASSET MANAGEMENT GROUP INC. | Finance |
| Private Unternehmen | 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 |
| Hale & Dorr LLP | Commercial Services |
| Rogers & Wells | |
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 |
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 |