Stuart Weinel Long
Analyst-Equity bij Baystate Wealth Management LLC
Profiel
Mr. Stuart W.
Long, CFA, is a Vice President & Analyst at Baystate Wealth Management LLC.
He is an active participant and voting member of the Investment Committee.
As the Head Trader for BWM, he is tasked with the implementation and execution of the portfolio strategies approved by the Investment Committee.
As a Vice President and Portfolio Analyst, he works with advisors and their clients to determine and build an asset allocation based on the client’s unique needs.
Additionally, he provides timely research to the investment committee on current trends in capital markets and fundamental valuations of global market segments.
Prior to joining BWM in 2012, he held several positions at UBS Wealth Management, most recently as a Branch Analyst supporting Financial Advisors with client engagement and retention.
He assisted with all aspects of the of the client process, including the creation of financial plans, asset allocation, manager search and selection, portfolio construction, and strategy reviews.
He graduated from the University of Maryland, College Park, with a B.A.
in Economics in 2004.
He is a CFA charterholder.
Actieve functies van Stuart Weinel Long
Bedrijven | Functie | Begin |
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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 | 01-01-2012 |
Eerdere bekende functies van Stuart Weinel Long
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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 | - |
Opleiding van Stuart Weinel Long
University of Maryland | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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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 |