Josh Pierce
Directeur de la Recherche - Actions chez Baystate Wealth Management LLC
Postes actifs de Josh Pierce
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Analyst-Equity | 01/01/2010 | - |
| Directeur en chef des Investissements | 01/01/2021 | - | |
| Directeur de la Recherche - Actions | 01/01/2010 | - | |
| Membre du Comité d'Investissement | 01/01/2010 | - | |
| Gestionnaire de Portefeuille-Actions | 01/01/2010 | - |
Historique de carrière de Josh Pierce
Anciens postes connus de Josh Pierce
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
| Fleet National Bank of Massachusetts NA | Corporate Officer/Principal | - | - |
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. | Corporate Officer/Principal | - | - |
Formation de Josh Pierce
| Northeastern University | Masters Business Admin |
| Wheaton College (Massachusetts) | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 6 |
Opérationnelle
| Corporate Officer/Principal | 2 |
| Analyst-Equity | 1 |
| Chief Investment Officer | 1 |
Sectorielle
| Finance | 4 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
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. | Finance |
| Fleet National Bank of Massachusetts NA | Finance |
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