Liam O’Toole is a Client Service Associate at Winthrop Wealth, where he works closely with advisors, clients, and back-office teams seeking to ensure service requests, account needs, meeting coordination, and client communications are handled accurately, efficiently, and with a high level of care. He is committed to providing responsive communication, accurate follow-through, and a high level of service to clients.

Liam has five years of experience in the financial services industry. Before joining Winthrop Wealth, he was on the Shareholder Services Team at GMO, an investment management firm headquartered in Boston. He started his career at Lightship Wealth Strategies, an independent wealth management branch of Raymond James, where he supported advisors and their clients in service and operations roles.

He earned his BSBA in Finance from Suffolk University with a minor in Management and has passed the Securities Industry Essentials (SIE) Exam. In 2019, he co-founded the Suffolk University Finance & Investing Club and currently serves on its alumni board to mentor students.

Outside of work, Liam enjoys running, fishing, boating, and spending time outdoors. He is a huge Patriots fan and Boston sports enthusiast who can often be heard sharing his latest hot takes as a frequent caller to 98.5 The Sports Hub.