Location: Boston, MA
Broker-Dealer: MML Investors Services/MassMutual
Custodian: Fidelity Clearing & Custody Solutions
Top Executive: David C. Porter, Managing Partner
Baystate Financial of Boston, MA offers a matching gift of up to $10,000 for its advisors at leadership level and above to utilize throughout the year. Not including any matching gift dollars, the firm donated $625,000 to charity during its last fiscal year. Donations are made through the Baystate Financial Charitable Foundation. This foundation was designed to bring assistance to the many children’s charities within the Boston community.
Baystate employees also participate in the “Read to a Child” lunchtime program in greater Boston. The program currently serves over 800 at-risk children in 16 different public elementary schools by partnering them with adult mentors to read with at lunch. Baystate employees read at four schools and have 24 active volunteers that participate each week.