November 18, 2014

Autumn 2014: What’s New at B|O|S

Please read important disclosures HERE

Who’s New at BOS
We are pleased to introduce you to our newest member of the BOS team.

Kathryn Snyder, Marketing Coordinator
Kathryn is responsible for all BOS marketing efforts for both the San Francisco and Silicon Valley offices. Prior to joining BOS, Kathryn served as an Account Executive for Harrods Ltd. based in London, UK. During her time in London, Kathryn partnered on various projects with leading global brands, advising on sales and marketing strategies for both local and international campaigns. Prior to entering the retail industry, Kathryn worked on the public relations team for a non-profit organization based in Washington D.C.

BOS in the News
On November 6th, Charles Schwab & Co., Inc. recognized our firm as the winner of the 2014 Best-in-Business IMPACT Award™. Awarded to one firm each year, this national award recognized BOS for consistent excellence in business management. BOS was selected by an independent group of prominent financial service industry leaders. More information about the award, including a brief video highlighting the firm, can be found at http://impact.schwab.com/about/winners.html.

BOS Schwab Impact 2014 Image

Bingham, Osborn & Scarborough, LLC (“BOS”) and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by BOS. The Best-In-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program, is not an endorsement, testimonial endorsement, recommendation or referral to BOS with respect to its investment advisory or other services. To be eligible for an IMPACT Award, an advisor firm must use Schwab or an affiliate to custody client assets.

Filed under: Autumn 2014

Share:
back to all posts
SUBSCRIBE TO OUR NEWSLETTER

Get B|O|S Perspectives
in Your Inbox