Bay Colony Advisors

Sandi Goodman Brown is a financial advisor at Bay Colony Advisors with a Series 65 credential and one year of industry experience. She has previously worked at The Kessler Group and operates SGB & Associates. Outside of her advisory work, she is the owner of JMB Group, LLC, a commercial real estate company based in Portland, Maine. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other asset classes, and combines centralized infrastructure with advisor discretion.

Thomas Sliney is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Bay Colony Advisors since 2015. He is a board member and finance committee member of Grace Academy, a tuition-free school for girls, where he oversees investment portfolio management. Additionally, he holds board and treasurer roles at the Watkinson Prisoners Aid Society and the Sister Parish Committee of St. Patrick-St. Anthony Church. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by other asset classes when appropriate, and manages approximately $1.26 billion in client assets across about 30 advisors.

Shawn Tewksbury is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Bay Colony Advisors since 2017. His prior experience includes roles at Purshe Kaplan Sterling Investments, Merrimack Valley Financial Advisors, and Mclarney & Company. He also operates Tewks Wealth Management, LLC, offering accounting and tax services alongside his advisory work. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a fundamentally driven, long-term investment approach utilizing diversified mutual funds, ETFs, and other asset classes, and is notable for its broad fiduciary retirement services and developed concierge offerings.

John Hughes is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds a Series 63 designation and has been associated with Bay Colony since 2019, while also owning Hughes Investment Advisory Services since 1993. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, fiduciary services, and family-office and concierge offerings. The firm employs a primarily long-term, fundamentally driven investment approach and manages approximately $1.26 billion in client assets across about 30 advisors.

James Catacchio is a financial advisor with Bay Colony Advisors in Concord, MA, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Bay Colony Advisors since 2009. Outside of his advisory role, he serves as a Finance Committee Member for the Town of Carlisle, MA. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a range of fiduciary and non-fiduciary retirement services alongside an active private-investment program.

Michael Benenson is a financial advisor with Bay Colony Advisors in Greenwich, CT, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Questar Asset Management from 2016 to 2018. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, fiduciary services, and family-office and concierge offerings. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, alongside other asset types, and combines centralized operational infrastructure with advisor discretion.

Carmel Furtado is a financial advisor at Bay Colony Advisors with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bay Colony Advisory Group, Inc. since 2018, following three years at United Advisors Services. Furtado serves as a volunteer board member for the Israel Congregation of Manchester. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a broad range of fiduciary and non-fiduciary retirement services alongside a developed family-office and concierge service platform.

Pamela Bakos is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Bay Colony since 2013. Outside of her advisory role, she offers public relations consulting and event planning services to companies and nonprofit organizations through her own business. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and fiduciary services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a range of family-office and concierge services alongside a mix of centralized infrastructure and advisor discretion.

Jeffrey Leonard is a CFP® with 17 years of industry experience, currently serving as an advisor at Bay Colony Advisors. He has been involved with Seniors Financial Planning Asset Management, LLC, and Seniors Financial Planning Inc. Insurance Agency since 2007, where he holds leadership roles. Leonard also manages Leonard Financial Group and maintains an insurance agency practice. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, complemented by other asset classes and specialized strategies.

Michael Cook is a financial advisor at Bay Colony Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Cook Wealth Management, Bay Colony Advisors, Cook & Associates, and LPL Financial. In addition to his advisory work, he is an insurance agent providing insurance products and services to clients. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach and offers a range of fiduciary and non-fiduciary retirement services, as well as an active private-investment program.

Jennifer Anderson is a financial advisor at Bay Colony Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, LPL Financial, LLC, Integrated Wealth Concepts LLC, and Lincoln Financial Advisors Corp. Outside of her advisory role, she serves as a board member of Ashburnham Community Church. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by providing comprehensive financial planning, portfolio management, retirement plan consulting, and family office services. The firm combines fundamental investment analysis with access to model portfolios and third-party sub-advisers, and offers a blend of family-office services alongside institutional retirement fiduciary solutions.

David Boczar is a CFP® and CFA® with 22 years of industry experience. He has worked at Bay Colony Advisors since 2022 and previously spent 11 years at Emerald Wealth Advisors. Outside of his advisory role, he serves on the Easton Exchange Club board and acts as treasurer, volunteers as treasurer for the Easton CT Boy Scouts, and is a board member of the Easton CT Senior Center. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with discretionary and non-discretionary portfolio management, financial planning, and fiduciary services. The firm employs a fundamentally driven, long-term investment approach and offers a range of family-office and concierge services alongside its multi-team structure.

Peter Grose is a CFP® with 34 years of industry experience, currently serving at Bay Colony Advisors since 2021. His prior roles include long-term positions at The Strategic Financial Alliance, Inc. and Acorn Financial Advisory Services, Inc. Outside of his advisory work, he is president of the George Mason University Ice Hockey Alumni Foundation and an author of a novel titled "Time." Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a broad range of fiduciary and non-fiduciary retirement services alongside an active private-investment program.

Timothy Dougherty is a financial advisor with Bay Colony Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Suntrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, he hosts a biotech-focused podcast. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified funds and alternative investments, and offers a combination of centralized operations with advisor-led team autonomy.

Stilson Tomita is a financial advisor at Bay Colony Advisors with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bay Colony Advisors in 2023, he worked at Claro Advisors, LLC and Mutual Securities, Inc, and spent nearly two decades at LPL Financial. Outside of his advisory role, he serves as president and treasurer of Infinity Group, Inc., a marketing firm, and operates as an independent insurance agent. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by individual equities, fixed income, options, and alternative investments, and is notable for its broad fiduciary services and developed family-office offerings.