BAY COLONY ADVISORY GROUP, INC. of CONCORD, MA is an SEC-registered investment adviser (CRD 152583). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| John Winthrop Ohl | CEO AND CHIEF COMPLIANCE OFFICER; CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| James Clements Catacchio | CHIEF OPERATIONS OFFICER; EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER; PRESIDENT | — |
| Joia Kirby | TRUSTEE | — |
| OHL JOHN WINTHROP | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| CATACCHIO JAMES CLEMENTS | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | — |
| BAKOS PAMELA JEAN | MANAGING PRINCIPAL | — |