John W. Ohl is the CEO, Founder and Chief Compliance Officer of Bay Colony Advisors. As Chief Compliance Officer, John oversees Bay Colony Advisors business operations ensuring all are compliant with SEC regulation. Having received his B.A. from University of Vermont in 1985, John entered the financial industry in 1986. John has extensive industry knowledge as an Investment Advisor Representative, and has previously held FINRA Securities licenses that include the Series 6, 7, 24 and 65. With over 30 years of investment management experience, John has experienced many economic, political and financial cycles. Bay Colony Advisory Group was founded in June of 2000 after John left his career as a stockbroker to start a boutique Wealth Management firm. John recognized that independent advisors needed an affordable institutional platform to simplify compliance and back office support so they could focus on their buisness.
John’s main responsibilities include the firm’s strategic positioning, asset generation, and oversight of the company’s investment policy and is responsible for the strategic vision of the firm. John chairs the firm's Investment Policy Committee where he is responsible for asset allocation, investment strategy, and investment selections for some of the Bay Colony Advisors separate account portfolios. Over the course of his career, John has been responsible for the development of numerous equity and asset allocation strategies, has lectured on fiduciary issues relating to corporate retirement plans impacted by the Dodd-Frank legislation, and has provided investor education to participants of corporate retirement plans.
The focus of John's financial and professional career has been advising, lecturing and managing financial assets in areas related to investment management, financial modeling, and portfolio analysis. John has served highly affluent families, private family offices, foundations, charitable organizations, pension plans, and institutions since entering the financial industry in 1986. John serves on the Financial Advisory Board of the Saint Julia Parish in Weston, MA.
John is married with two daughters and enjoys spending time with family kayaking down the Sudbury river as well as hiking or skiing The White Mountains of New Hampshire
James C. Catacchio, Executive Vice President, and Chief Operations Officer at Bay Colony Advisors handles all operational aspects of Bay Colony Advisors. In addition to as serving as Chief Operations Officer, James is an assistant portfolio manager at Bay Colony Advisors, and serves as a director on the board of Bay Colony Advisory Group, Inc. After starting his career at Ameriprise Financial, and working in the brokerage world for a number of years, James decided to join a more specialized, boutique investment advisory firm, on the fee-based side of the business. In 2008, James joined Bay Colony Advisory Group, Inc.
James, his wife Lauren and son Vince reside in Carlisle, MA, where he serves on the town Finance Committee. James has been an avid cyclist for a number of years, and can often be found on the back roads and trails of New England during the summer weekends. James received a B.S. in Finance from Bentley University in 2005, and is currently studying at Boston University for a CFP® designation.
Jeff Leonard of Leonard Financial Group, located in Melbourne Florida, has joined Bay Colony Advisors as Chief Technology Officer of the firm. Jeff has served on the Fidelity Technology Committee and is well versed in knowing the technological needs in the Wealth Management Industry. Jeff will oversee maintaining and improving the technology systems at Bay Colony Advisors and will become the firm’s technology voice with our lead custodian, Fidelity Investments.
Jeff is the founder, Managing Principal of Leonard Financial Group, a Registered Investment Advisor firm and CFP® providing fiduciary financial planning services for east and central Florida. Jeff graduated from the University of Texas at Dallas with a Bachelor of Science degree in Computer Science and Math minor. He is Certified Financial Planner™ and an Investment Advisor Representative. He is also a member in good standing with the National Ethics Association.
Jeff and his wife, Julie, have been married since 1990 and are the proud parents of two children, Hope and James. Jeff is active in the community having previously serving as coach, treasurer and president of the Space Coast United Soccer Club. They are parishioners of Ascension Catholic Church in Melbourne and believe in giving to the community and have happily sponsored and donated to many local charities.
Deborah Ann Phipps is the Chief Administrative Officer at Bay Colony Advisors. After graduating with a B.S. from Skidmore College in 1985, she worked for years in Boston at Thompson McKinnon and Prudential Securities as a Licensed Senior Broker's Assistant. She has previously held Series 6 and 7 licenses.
Deborah and her husband, Thorn live in Hopkinton, MA with their two children, who are currently attending University of Massachusetts and University of Miami. She enjoys dancing, barre classes, yoga, oil painting and cooking.