John W. Ohl is the President, 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, Mr. Catacchio 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, Mr. Catacchio joined Bay Colony Advisory Group, Inc.
James and his wife Lauren 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 Catacchio received a B.S. in Finance from Bentley University in 2005, and is currently studying at Boston University for a CFP® designation.
Pamela J. Bakos is a Managing Principal and an Investment Advisor Representative of Bay Colony Advisors. She specializes in Retirement Planning, Estate Planning, Insurance, and Annuity Investments. She works with investors who wish to pursue higher returns than can be obtained via short-term fixed income investments, while seeking to actively manage the risks that come with equity investing. She also works with clients who wish to explore the many advantages of insurance and annuity products as part of their overall financial planning.
Pamela has spent over 30 years advising clients on their financial investments while affiliated with Winslow Evans & Crocker, A.G. Edwards, Paine Webber, Dean Witter and LF Rothschild. She has conducted in-house Retirement Planning seminars in companies throughout New England.
Pamela is a graduate of Mount Holyoke College and has been an active volunteer in her community. Currently, she serves on the Board of Ellevate Network Boston’s Chapter, a Global Organization whose mission is to cultivate and inspire women’s success. Pamela is also a member of Women in ETFs. She is a past Trustee and Overseer of the Museum of Fine Arts, Boston and has held positions on the Patron Steering Committee, Overseer Mentoring Committee, Education Task Force and the Patron Council Task Force Steering Committee at the Museum, and was Chairperson of the MFA Council. Pamela also volunteered at the Peabody Essex Museum on The Young Leadership Council and has held positions as an Advisory Board Member and as a Membership Chairperson. Pamela has also been a member of the Board of Directors for The North Shore Community College Foundation, Inc.
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.