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Mariner Managed Account Solutions
Baystate Wealth Management began operations in 2009. Co-founders David C. Porter and Thomas N. O'Connor built the firm around customized asset allocation and...
Overview
Baystate Wealth Management began operations in 2009. Co-founders David C. Porter and Thomas N. O'Connor built the firm around customized asset allocation and risk management for high-net-worth clients. The firm deployed capital through fund-of-funds vehicles and hedge fund exposures. Confirmed holdings included positions in major equity and bond ETFs such as IVV and AGG. Geographic reach centered on North America with indicated exposure to Europe and Asia. Mariner Wealth Advisors acquired Baystate in January 2024, retaining all thirteen employees. The transaction added Baystate's client base to Mariner's platform while preserving its Boston presence. Baystate maintained a foundation focused on children's health programs in New England and held direct real estate assets through Baystate Investment Fund, LLC.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
Boston
Principals
David C. Porter
Co-founder
Thomas N. O'Connor
Co-founder
Sector focus
Frequently asked questions
Who runs investment decisions at Baystate Wealth Management?
David C. Porter and Thomas N. O'Connor served as co-founders and led investment decisions prior to the 2024 acquisition.
Does Baystate Wealth Management participate in fund commitments or only direct deals?
The firm used fund-of-funds structures alongside direct holdings in ETFs and real estate.
What investment stages does Baystate Wealth Management typically target?
Allocations focused on liquid public markets and hedge fund strategies rather than early-stage venture.
How is Baystate Wealth Management related to Mariner Wealth Advisors?
Mariner acquired Baystate Wealth Management effective January 2024.
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