Josh Pierce
Directeur van Onderzoek - Eigen Vermogen bij Baystate Wealth Management LLC
Actieve functies van Josh Pierce
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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 | - |
| Chief Investment Officer | 01-01-2021 | - | |
| Directeur van Onderzoek - Eigen Vermogen | 01-01-2010 | - | |
| Lid van de Investeringscommissie | 01-01-2010 | - | |
| Portefeuillebeheerder-Aandelen | 01-01-2010 | - |
Loopbaan van Josh Pierce
Eerdere bekende functies van Josh Pierce
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
| 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 | - | - |
Opleiding van Josh Pierce
| Northeastern University | Masters Business Admin |
| Wheaton College (Massachusetts) | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 6 |
Operationeel
| Corporate Officer/Principal | 2 |
| Analyst-Equity | 1 |
| Chief Investment Officer | 1 |
Sectoraal
| Finance | 4 |
| Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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 |
- Beurs
- Insiders
- Josh Pierce
- Ervaring
