Baystate Financial
Highly Engaged Employees

Q: What is Baystate Financial's official website?

Baystate Financial's official website is www.baystatefinancial.com

Q: What is Baystate Financial's Revenue?

Baystate Financial's revenue is $309.3 Million

Q: What is Baystate Financial's SIC code?

Baystate Financial's SIC: 63,631

Q: What is Baystate Financial's NAICS code?

Baystate Financial's NAICS: 52,524

Q: How many employees does Baystate Financial have?

Baystate Financial has 501-1,000 employees

Q: What industry does Baystate Financial belong to?

Baystate Financial is in the industry of: Insurance , Finance , Securities Trading

Q: What is Baystate Financial competition?

Baystate Financial top competitors include: Capital Financial Group , Kornegay Kapital Group , C&F Wealth Management , Certified Financial Services

Q: What technology does Baystate Financial use?

Some of the popular technologies that Baystate Financial uses are: Microsoft IIS, CSC Corporate Domains, DocuSign, WordPress.org

Q: Who is the CFO of Baystate Financial?

Baystate Financial's CFO is Joseph Jorge

Q: How do I contact Baystate Financial?

Baystate Financial contact info: Phone number: (617) 585-4500 Website: www.baystatefinancial.com

Insurance · Massachusetts, United States · 501-1,000 Employees

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Overview

Headquarters

1 Marina Park Dr Fl 16, Boston, Massachu...

Phone Number

(617) 585-4500

Website

www.baystatefinancial.com

Revenue

$309.3 Million

Industry

Insurance

Finance

Securities Trading

About Baystate Financial

MassMutual is a life insurance company based in Springfield, Massachusetts. They offer a range of financial products and services, including life insurance, retirement planning, and investment solutions. Their intended clients include individuals and families seeking financial security and planning for the future. MassMutual aims to provide comprehensive financial support to help clients achieve their financial goals.Explore more

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SIC Code 63,631NAICS Code 52,524Show more

Baystate Financial Org Chart

Christine Masotta

Managing Director

Phone

Joseph Jorge

Chief Financial Officer

Phone

Marisa Halpin

Chief Financial Officer

Phone

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Robert Porack

Senior Managing Director, Financial Advisor

Phone

Managing Director, Financial Advisory Network...

Phone

Portfolio Manager

Phone

Managing Associate

Phone

Managing Associate

Phone

Managing Director and Financial Advisor

Phone

Managing Associate

Phone

Senior VP, Investments

Phone

Vice President- Investments - Financial Plann...

Phone

Vice President, Analyst, Baystate Wealth Mana...

Phone

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Baystate Financial

$309.3M

501-1,000

Private

1901

Christine MasottaManaging Director

Capital Financial Group

$100.5M

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<$5M

1985

David EthellCEO

Certified Financial Servi...

$86.1M

51-200

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<$5M

1986

Anthony CiardellaPresident

Thg Financial

$67M

51-200

Private

2009

Joshua NashManaging Director

C&F Wealth Management

$51.5M

501-1,000

Private

1990

Matthew SteilbergPresident

Kornegay Kapital Group

$19.5M

201-500

Private

<$5M

2016

Rodney KornegayFounder

The Bulfinch Group Insura...

$10.3M

51-200

Private

1994

Seth MedaliePresident

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Baystate Financial Tech Stack

A closer look at the technologies used by Baystate Financial

Microsoft IIS

Microsoft

CSC Corporate Domains

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Top Insurance Companies

Frequently Asked Questions Regarding Baystate Financial

What is Baystate Financial's official website?

Baystate Financial's official website is www.baystatefinancial.com

What is Baystate Financial's Revenue?

Baystate Financial's revenue is $309.3 Million

What is Baystate Financial's SIC code?

Baystate Financial's SIC: 63,631

What is Baystate Financial's NAICS code?

Baystate Financial's NAICS: 52,524

How many employees does Baystate Financial have?

Baystate Financial has 501-1,000 employees

What industry does Baystate Financial belong to?

Baystate Financial is in the industry of: Insurance, Finance, Securities Trading

What is Baystate Financial competition?

Baystate Financial top competitors include: Capital Financial Group, Kornegay Kapital Group, C&F Wealth Management, Certified Financial Services

What technology does Baystate Financial use?

Some of the popular technologies that Baystate Financial uses are: Microsoft IIS, CSC Corporate Domains, DocuSign, WordPress.org

Who is the CFO of Baystate Financial?

Baystate Financial's CFO is Joseph Jorge

How do I contact Baystate Financial?

Baystate Financial contact info: Phone number: (617) 585-4500 Website: www.baystatefinancial.com

What does Baystate Financial do?

What are Baystate Financial social media links?

Baystate Financial Linkedin page Baystate Financial Twitter page Baystate Financial Facebook page

Is Baystate Financial a public company?

Baystate Financial is private company therefore does not currently have an official ticker symbol

See more information about Baystate Financial

Baystate Financial Latest Hires and Their Positions

Baystate Financial is expanding and recently hired new employees. Here are the latest additions to the team.

Jake Murphy

Financial Planner

Joined Sep 18, 2026

Phone

Jordan Desper

Client Services & Administrative Associate

Joined Sep 1, 2026

Phone

Julie Smyth

Director, Marketing

Joined Aug 26, 2026

Phone

Christopher Metkiff

Senior Managing Director and Financial Planner

Joined Aug 6, 2026

Phone

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