40 Under 40 2017: Aaron Waxman

Read the full article here: http://bizj.us/1p3p1o
 

San Francisco – March 10, 2017 – B|O|S, a leading Bay Area independent wealth management firm, today announced that Aaron Waxman, a Principal at the firm, has been named a “40 Under 40” Award recipient by the San Francisco Business Times. Every year, the list honors 40 outstanding business leaders under the age of 40 in the Bay Area.

“I’m honored to accept this award and share the recognition with my colleagues at B|O|S” said Aaron Waxman. “The comradery of my team constantly keeps me inspired to help people navigate the complex world of investing and guide clients to make smart financial decisions. I’m grateful for the opportunity to grow as an advisor at a firm that’s equally committed to this mission as well as serving the Bay Area community.”

Waxman has been a principal at B|O|S since 2013 after joining the firm in 2010. Prior to that, he worked as a manager at PricewaterhouseCoopers. Waxman earned a degree in finance from Santa Clara University and graduated magna cum laude.

“Aaron’s known as the agent of change here at B|O|S, providing a high level of service and value to our clients while simultaneously demonstrating an uncanny ability to spearhead the company’s positioning in an increasingly digital landscape,” said Kevin Dorwin, Managing Principal at B|O|S. “We’re proud that he earned this distinction, and couldn’t be more excited for his future.”

Waxman serves on the boards of the Headlands Center for the Arts and Stern Grove Festival Association. He’s a classical pianist, and proud father of two children.

Founded in 1985, B|O|S has a leading track record serving the Bay Area’s wealthy families, individuals, entrepreneurs, charitable endowments and foundations. The firm focuses on long-term client goals and seeks to avoid sudden, emotional reactions to market movements. B|O|S manages approximately $3.9 billion in client assets (as of January 31, 2017).

San Francisco Business Times aims to recognize the young business leaders building the Bay Area’s future by making significant contributions to their industries, their companies and/or their communities. Former winners include Nick Woodman, CEO of GoPro; Ben Silbermann, CEO of Pinterest; and Lyndon Rive, CEO of SolarCity Corp.