Provenance du réseau au premier degré de Mary C. Lewis
Entité | Type d'entité | Industrie | |
---|---|---|---|
Public Company | Investment Managers | 2 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Mary C. Lewis via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
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. | Investment Managers | Founder | |
St. Lawrence University | College/University | Undergraduate Degree | |
Albany Law School | College/University | Graduate Degree | |
Rogers & Wells | Corporate Officer/Principal | ||
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. | Investment Managers | Chief Executive Officer |
Statistiques
Internationale
Etats-Unis | 8 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Commercial Services | 2 |
Opérationnelle
Corporate Officer/Principal | 4 |
Trading-Equity | 2 |
Sales & Marketing | 2 |
Trading-Fixed Income | 2 |
General Counsel | 2 |
Relations les plus connectées
Insiders | |
---|---|
Tom O'Connor | 8 |
Nancy E. Higgins | 2 |
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