Bay Colony Advisors
Bay Colony Advisors (BCA) is an SEC Registered Investment Advisor which supports elite advisors and advisory teams across the country. BCA is uniquely positioned to help solve complex back-office, compliance, and technology needs of independent advisors seeking an enterprise solution for their businesses. Partner firms maintain their ownership and operational independence while benefiting from the firm's synergies, and scale. Bay Colony Advisors (BCA) is a top-ranked, national wealth advisory firm with locations across the United States. BCA helps advisors operationalize their business by providing a complete ecosystem of scaled solutions and value-added services needed for their clients including marketing, branding, outsourced institutional money management with full compliance support. Member firms benefit from advisor collaboration, and access to a complete suite of wealth management specializations to offer their clients. The affordable platform allows advisors to retain complete control and ownership of their business while leaving compliance, back-office infrastructure, and other operational staff expenses to us. Bay Colony provides advisors with an Enterprise platform enabling advisors to deliver an elite client experience with enterprise custodial pricing enabling advisors to scale a competitive business model. The operational platform includes software and services as a Service (PaaS) developed jointly by Black Diamond and our lead custodian which allows Digital access to data to view your clients’ information on-demand — securely and accurately. BCA's operational infrastructure enables advisors to efficiently run their practices and serve their clients. Our operational staff has decades of experience working together. The firm is not affiliated with any banking, investment management, brokerage, consulting, or other such institution.
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Verified contacts
12
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
54
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- JC
James Catacchio
Chair Finance Committee · Finance & Accounting
EmailPhone - JO
John Ohl
Chief Executive Officer · General Business & Management
EmailPhone - SH
Shawn Harrington
Senior Vice President · General Business & Management
EmailPhone - PG
Peter Grose
Cfp Financial Planner at Bay Colony Advisors · Other
EmailPhone - ST
Stilson Tomita
Investment Advisor Representative · Finance & Accounting
EmailPhone - DD
Deborah D.
Chief Administrative Officer · General Business & Management
EmailPhone - GO
George Ohl
Co Founder · Other
EmailPhone
Showing 7 of 12 verified contacts
Top roles at Bay Colony Advisors
10 distinct titles indexed · top 10 shown.
- 2wealth manager
- 1cfp financial planner at bay colony advisors
- 1chair finance committee
- 1chief administrative officer
- 1chief executive officer
- 1co founder
- 1investment advisor representative
- 1investment management summer analyst
- 1senior vice president
- 1wealth management intern
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