Meet Our Team

Stuart Long, CFA®

Vice President, Portfolio Research and Management

Designations

Stuart holds the Chartered Financial Analyst^® designation.

Experience and Education

Stuart actively serves on the research committee, contributing to the firm’s asset allocation framework and overall investment philosophy. He is responsible for implementing and executing portfolio strategy changes and works closely with advisors and clients requiring customized investment solutions. He specializes in analyzing complex portfolios and delivering tailored asset allocation recommendations to help clients achieve their financial objectives.

With more than 20 years of experience in the financial services industry, Stuart joined Mariner following its acquisition of Baystate Wealth Management in January 2024. While at Baystate, he served as a portfolio analyst and business strategist and, prior to that, was an investment specialist there. He began his career as a branch analyst at UBS Financial Services.

Stuart holds a bachelor’s degree in economics from the University of Maryland, College Park.

Personal Interests

Outside of work, Stuart enjoys spending time with his wife, Katherine, their four children and three dogs.