Financial Planning Paraplanner
As a Financial Planning Paraplanner, Tom works within our Client Service Team and also contributes as a member of the Financial Planning Committee. Tom works within the Client Service Team to assist Principals and Portfolio Managers with investment portfolio reviews and ongoing client account maintenance. His work on the Financial Planning Committee includes researching potential enhancements to the firm’s financial planning processes as well as assisting in the maintenance of the firm’s financial planning tools.
Administrative Receptionist for San Francisco
Stephanie joined B|O|S in September as the Administrative Receptionist for the San Francisco office. Prior to joining the firm, Stephanie spent four years as the Rehabilitation Administrative Assistant and Rehabilitation Aide for the Therapy Department at Watsonville Post-Acute and Nursing Center, a skilled nursing facility in Watsonville, CA.
Regina joined the B|O|S team in 2016 as a Portfolio Manager. Joining us from USAA Wealth Management, Regina has extensive experience with financial and legacy planning for high net worth families and institutions. Prior to starting her investment management career in 2003, Regina was a neuroscientist and Ph.D. candidate at the Georgetown University School of Medicine.
Client Service Manager
Tae serves as Client Service Manager for B|O|S, and is responsible for the management of the Client Service Team to ensure delivery of excellent service to our valued clients. Prior to joining B|O|S, Tae was Head of Operations for a multi-family office overseeing client services, portfolio operations, trading, and technology across multiple business lines. Tae has also held various private wealth management roles with The U.S. Trust Company, Bank of America Private Bank, and First Republic Bank. In these roles, she worked closely with wealthy clients and their families, with the implementation and delivery of fiduciary, administration, investment management, private banking, and family-office services. She has a deep understanding of the intricacies of complex family wealth structures and multi-generational family dynamics.