November 5, 2015
November 5, 2015
We are pleased to introduce you to the newest members of the B|O|S team.
Portfolio Operations & Technology Manager
Raymond joined the firm in 2015 and serves as Portfolio Operations & Technology Manager. Raymond is responsible for overseeing the operations team as well as managing, developing and implementing all technology for the firm. Prior to joining B|O|S, Raymond worked at Black Diamond/Advent (now part of SS&C), Schwab Advisory Services, JP Morgan, Fidelity, Montgomery/Banc of America Securities and Barclays Global Investors (now Blackrock) attaining expertise within operations, trading, compliance, legal, marketing, business development, service, relationship management, vendor management, project management, product management and technology.
Steve Pitchford, CPA
Tax Advisor & Portfolio Manager
As a Tax Advisor & Portfolio Manager, Steve provides clients with specialized tax planning expertise, comprehensive investment management, and financial planning advice. Steve came to B|O|S from a private wealth management firm, where he served as an Investment Associate. Prior to this, Steve worked as a Senior Tax Consultant for Deloitte.
Monette De La Rosa
Monette works within our Client Service Team managing client administrative and operational activities for our private and institutional clients. She assists Portfolio Managers and Principals with investment portfolio reviews, provides day to day client service and interfaces with custodians for ongoing account transactions and maintenance.
Prior to joining the firm, Monette was the Operations Manager of a local Registered Investment Advisor (RIA). She has also served as the Client Relations Manager of another RIA in the East Bay. Monette’s prior experience includes ten years in operations and client service roles for two REIT Managers focused on long/short strategies and five years as Trust Administrator for The Mechanics Bank.
Alicia works with the portfolio administration team supporting client administrative and operational needs, including coordination of client requests with custodians, account maintenance, and preparation and processing of client documentation.
Prior to B|O|S, Alicia worked in the non-profit sector where she was a Program Administrator at World Stewardship Institute in Santa Rosa, California.
Ryan is a part of the client service team in Silicon Valley, where he manages operational transactions and activities for our private and institutional clients. He provides support to Portfolio Managers, Principals and clients, and interfaces with custodians for ongoing account maintenance.
Prior to joining B|O|S, Ryan worked at a sole proprietorship Registered Investment Advisor (RIA) in Los Altos, where he directly assisted the firm’s Principal and interacted with clients and custodians.