Stuart Long Email & Phone Number
Vice President, Senior Analyst - Custom Portfolios @ Baystate Wealth Management LLC
Stuart Long's Location
Boston, MA, US
Stuart Long's Work
- Vice President, Senior Analyst - Custom Portfolios @ Baystate Wealth Management LLC
- Vice President, Senior Analyst - Custom Portfolios @ Baystate Wealth Management LLC
- Branch Analyst @ New York Fitness
- Financial Advisor @ New York Fitness
- Registered Client Service Associate @ New York Fitness
- Branch Service Associate @ New York Fitness
Stuart Long's Education
- University of Maryland, College of Behavioral and Social Sciences, College
Bachelor of Arts
2001 - 2004 - University of Delaware2000 - 2001
- CFA Institute
Charterholder
Stuart Long's Skills
- Mutual Funds
- Wealth Management
- Securities
- Portfolio Management
- Market Analysis
- Asset Allocation
- Due Diligence
- Customer Service
- Separately Managed Accounts
- Series 7
Stuart Long's Summary
Stuart Long, based in Boston, MA, US, is currently a Vice President, Senior Analyst - Custom Portfolios at Baystate Wealth Management LLC, bringing experience from previous roles at Baystate Wealth Management and UBS Wealth Management. Stuart Long holds a 2001 - 2004 Bachelor of Arts @ University of Maryland, College of Behavioral and Social Sciences, College. With a robust skill set that includes Mutual Funds, Wealth Management, Securities, Portfolio Management, Market Analysis and more, Stuart Long contributes valuable insights to the industry. Stuart Long has 3 emails and 1 mobile phone number on RocketReach.
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