Profil
Mr. Ethan M.
Somers, CFA, is a Director of Global Tactical Allocation at Baystate Wealth Management LLC.
He serves as a key contributor to the firm’s active portfolio positioning.
He brings a multi-asset discipline with a primary focus on the global equity and fixed income markets.
In this role, he utilizes a fundamental, top-down approach informed by macroeconomic, quantitative, and qualitative frameworks.
He has over a decade of experience, he came into this role after serving as the firm’s Senior Market Strategist.
He was formerly the Director of the Investment Department at Baystate Financial Services, before joining Baystate Wealth as an analyst in 2016.
He graduated from the University of Denver’s Daniels College of Business in 2011, with a Bachelor of Science in Business Administration (BSBA).
He is a CFA® charterholder.
Postes actifs de Ethan Macdougall Somers
Sociétés | Poste | Début |
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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 | 01/01/2016 |
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Entreprise privées | 1 |
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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 |