Tom O'Connor

President, Baystate Wealth Management

100 William Street, Suite 300
Wellesley, MA 02481

Phone: (617)585-4500
Fax: (617)369-9040

Tom O’Connor is President of Baystate Wealth Management, LLC, and General Counsel to Baystate Financial Services, LLC. As one of the founders of Baystate Wealth Management, Tom as President is charged with overseeing and developing the business, and is involved in the day-to-day activities of the Company, including setting investment policies and overseeing compliance. Tom is licensed as an investment advisor representative and as a financial representative for life and health insurance products.

A practicing attorney for almost thirty (30) years, in March of 2000, Tom retired from Hale and Dorr, of Boston, Massachusetts as a Senior Partner to co-found a federally registered investment advisor called Marathon Capital Group, LLC. Tom acted as a co-founder, Chief Operating Officer, Chief Compliance Officer and General Counsel to Marathon Capital until the business was sold to a major New York investment advisory firm in October 2008. Shortly thereafter, Tom joined Baystate and began assisting Baystate in building out its wealth management platform. Tom was named President of Baystate Wealth in October of 2009.

While at Marathon Capital, Tom started a law firm called O’Connor, Carnathan and Mack, LLC, a firm specializing in issues relating to fiduciary duties, closely-held and family businesses and securities work. Tom continues to specialize in these areas.

Tom graduated cum laude from St. Lawrence University in upstate New York in 1975. While at St. Lawrence, Tom was one of the starting goaltenders on the men’s ice hockey team and an officer of Beta Theta Pi fraternity. After a brief stint post-college with a minor hockey league team, Tom went to the Albany Law School of Union University, where he was an editor of the Albany Law Review, graduating with honors as a member of the Justinian Society. Tom started practicing law with Rogers and Wells in New York City, and moved to Boston to join Hale and Dorr in 1981, where he practiced until March of 2000.