Stuart Long

Analyst-Equity at

Baystate Wealth Management LLC

Finance

Consumer Services

Profile

Mr. Stuart W.
Long, CFA, is a Vice President, Portfolio Research & Management at Mariner Managed Account Solutions LLC.
He participates actively in BWM’s Research Committee, contributing to the firm’s asset allocation and investment philosophy.
In addition, as the Vice President, Investment Operations, he is tasked with implementing and executing portfolio strategies approved by the Investment Committee.
Additionally, he works closely with advisors and clients whose investment objectives require custom solutions managed by BWM.
He is adept at analyzing complex portfolios and providing recommendations and guidance for asset allocation tailored to meet the client’s personal investment goals.
He has over 17 years of experience in the financial services industry.
He started with BWM in April 2012, first in operations and then transitioning to focus on the investment strategies for our clients.
Before joining BWM, he was an Investment Specialist with Baystate Financial Services, starting his career at UBS financial services as a Branch Analyst.
He graduated from the University of Maryland, College Park, in 2004 with a B.A. in Economics.
He is a CFA Charterholder.

Stuart Long active positions

Companies	Position	Start
Baystate Wealth Management LLC Baystate Wealth Management LLC Investment ManagersFinance Mariner aims to provide and create investment strategies and build portfolios customized to their clients goals, needs and objectives. They build client portfolios by using asset allocation strategies with multiple categories of investments with varying levels of risk and varying expected rates of return.	Analyst-Equity	01/04/2012

All active positions of Stuart Long

Former positions of Stuart Long

Companies	Position	End
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Corporate Officer/Principal	-

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Linked companies

Private companies	3
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Finance
University of Maryland University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Baystate Wealth Management LLC Baystate Wealth Management LLC Investment ManagersFinance Mariner aims to provide and create investment strategies and build portfolios customized to their clients goals, needs and objectives. They build client portfolios by using asset allocation strategies with multiple categories of investments with varying levels of risk and varying expected rates of return.	Finance