Meet Our Team

Thomas N. O’Connor, J.D.

Managing Director

Experience and Education

Tom is charged with formulating and implementing short-term and long-term strategic goals and objectives, as well as assisting in the day-to-day management of the business. He also provides guidance and counsel to the operations department.

In March 2000, Tom retired from Hale and Dorr and entered the financial services industry by founding and running a registered investment advisory firm called Marathon Capital Group. He sold Marathon in October of 2008 and started Baystate Wealth Management several months later, where he has been active since its founding, amassing 20+ years of experience running federally registered investment advisory firms.

Most recently, Tom was president and chief compliance officer at Baystate Wealth Management, which was acquired by Mariner in January 2024.

Tom holds a bachelor’s degree from St. Lawrence University and a Juris Doctor degree from the Albany Law School of Union University.

Personal Interests

Away from the office, Tom is active in the philanthropic community. He enjoys spending time in Florida, Boston and Osterville with his wife Julie. He is an avid golfer, skier and sailor.