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- Custodian
- Capital Group · Fidelity/NFS · T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-28-2010
- Office Locations
- 21
Office Locations
About BAY Colony Advisors
Bay Colony Advisors is a Concord, MA-based RIA providing wealth advisory and investment services, pairing planning with ongoing portfolio monitoring and implementation. The firm works with individuals and families, including business owners and retirees, using diversified portfolios that often include ETFs and mutual funds. Bay Colony operates across 22 office locations and serves both retail and institutional relationships.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES CLEMENTS CATACCHIO
Chief Operations Officer, Investment Advisor
- CRD
- #4966526
- Ownership
- 10% but less than 25%
JOHN WINTHROP OHL
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #1548196
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JENNIFER JILL ANDERSON
--
- CRD
- #4695424
PAMELA JEAN BAKOS
Senior Investment Advisor
- CRD
- #1284479
Showing 2 of 29 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,380,365,573 | $324,487 |
| Non-Discretionary | $54,525,876 | $634,022 |
| Total | $1,434,891,449 | $330,620 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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