November 7, 2018

What’s New at B|O|S

Please read important disclosures HERE

B|O|S REGAINS OWNERSHIP FROM BOSTON PRIVATE
After the transaction closes, B|O|S Principals and Founders will own approximately 68 percent of the company compared to the current ownership of approximately 38 percent. https://prn.to/2QuE8f6

JOHN BURNS, FSA, CFP®, RICP® CONTINUES FINANCIAL PLANNING HELPING IN THE COMMUNITY
John Burns, who retired as a Principal at year end, has been keeping up his financial planning skills by volunteering to help others in the community who can’t afford to hire a financial planner. Through the Financial Planning Assn over the year he has been helping North Bay fire victims recover financially from the travesty of losing their homes. He and other FPA volunteers offer periodic sessions in various Santa Rosa area locations and address such issues as renting vs. buying, whether to rebuild and where, collecting homeowners’ insurance due them, assessing mortgages and other debt and managing a home construction budget. In addition, he recently volunteered to help families with cancer patients deal with the financial challenges of managing their regular living expenses while covering the extra costs of cancer treatment.

SCOTT TOOMASSON, FPQP™, CLIENT SERVICE SUPERVISOR
Prior to joining B|O|S, Scott was a Regional Manager of Operations at EP Wealth Advisors, and a junior partner/Client Relationship Manager at Private Capital Management Associates. In addition to managing personnel, Scott oversees trade execution, maintains many of the firm’s policies & procedures, serves as liaison to custodians Schwab & Fidelity, and assists Principals & Portfolio Managers in servicing a select group of complex clients.

RUBY MENDOZA, PORTFOLIO ADMINISTRATOR
Ruby will assist Portfolio Managers 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, she was an investment analyst at a local firm.

 

Disclosures

Filed under: Firm Updates

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