Michael Alan Yoken
Corporate Officer/Principal chez Baystate Financial Services LLC
Profil
Michael Alan Yoken is currently the Co-Managing Partner at Baystate Financial Services LLC since 1996.
He was previously a Partner at Baystate Wealth Management LLC.
He completed his undergraduate degree from Assumption College in 1987.
Postes actifs de Michael Alan Yoken
| Sociétés | Poste | Début |
|---|---|---|
Baystate Financial Services LLC
 Baystate Financial Services LLC Miscellaneous Commercial ServicesCommercial Services Baystate Financial Services LLC offers financial products and services. It provides individualized and comprehensive financial planning as well as risk management and investment products. The firm's products and services include annuities, financial planning, life insurance, survivorship life insurance, variable universal life insurance, disability income insurance, and estate planning. The company was founded 1901 and is headquartered in Boston, MA. | Corporate Officer/Principal | 01/11/1996 |
Anciens postes connus de Michael Alan Yoken
| Sociétés | Poste | Fin |
|---|---|---|
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. | Corporate Officer/Principal | - |
Formation de Michael Alan Yoken
| Assumption College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
Baystate Financial Services LLC
Baystate Financial Services LLC Miscellaneous Commercial ServicesCommercial Services Baystate Financial Services LLC offers financial products and services. It provides individualized and comprehensive financial planning as well as risk management and investment products. The firm's products and services include annuities, financial planning, life insurance, survivorship life insurance, variable universal life insurance, disability income insurance, and estate planning. The company was founded 1901 and is headquartered in Boston, MA. | Commercial Services |
