Joseph Donovan JD, LL.M
Managing Principal
Joseph Donovan is a Managing Principal at Bay Financial Associates. Joe supports advisors who serve families and businesses by helping them design and implement specialized wealth management plans that strives to accumulate, manage and...
John S. Kerr, CLU, ChFC
Principal
John previously served as the firm's Managing Principal and CEO for 36 years and alongside his team was integral in building and growing Bay Financial Associates to one of the largest and most respected wealth services firms in the...
John J. McCarthy, III, CLU, CFP®
Chief Investment Officer
781-893-0909 Ex.280
jack.mccarthy@bfa-online.com
As Chief Investment Officer of Bay Financial, Jack oversees key aspects of the firm's investment policies and strategies. He assists advisors of the firm serve high net worth individuals and their families by developing a strategic asset-allocation plan and making recommendations...
Thomas P. Loonie, CPA, MSFP
Director, Financial Planning and Life Insurance
Tom Loonie specializes in providing Financial Planning Analysis and Wealth Management strategies to clients from all walks of life. He is a graduate of Stonehill College, where he earned an undergraduate degree in Accounting. Upon...
Susan P. McGuire
Director of Compliance
Susan oversees the compliance department, and serves as one of the firm's LPL Registered Principals. Prior to joining Bay Financial, Susan was with LPL Financial for eleven years, nine as a Compliance Examiner and two with the Operations Department...
