Baystate Wealth Management LLC

Baystate Wealth Management LLC is a registered investment advisor based in Massachusetts and has been approved by the SEC since July 28, 2010. The firm's team comprises of twelve employees, including seven advisors who primarily cater to their 2715 clients. As a limited liability company, Baystate Wealth Management LLC continues to provide exceptional financial advisory services to its clients.

• DAVID CRAIG PORTER

  MANAGING MEMBER owns more than 25% but less than 50%

• GREGORY JUDE PINTO

  MANAGING MEMBER owns more than 25% but less than 50%

• JILL CHRISTINE LEDGEWOOD

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JOHN PATRICK COGSWELL

  CHIEF MARKET STRATEGIST owns more than 10% but less than 25%

• JOSHUA TOWNSEND PIERCE

  DIRECTOR OF RESEARCH owns more than 10% but less than 25%

• THOMAS NEAL O'CONNOR

  MANAGING MEMBER owns more than 25% but less than 50%

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• Baystate Wealth Management LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison