B|O|S, a leading Bay Area independent wealth management firm, is pleased to announce that Principal, Jennifer Ellison, CFA, was placed #17 by Forbes on their 2018 Top Women Wealth Advisors list. The list spotlights 250 standout financial strategists across the country with at least seven years of experience. Nominated by their firms, each list member was researched, interviewed and assigned a nationwide ranking.
Ellison joined B|O|S in 2001 and manages the firm’s Silicon Valley office. She not only works with many of the firm’s individual clients, but also directly manages a number of the company’s largest institutional endowment and foundation client relationships. Before joining B|O|S, she served as a financial consultant for five years with Merrill Lynch in Seattle, and two years at an independent firm where she was responsible for developing and implementing the firm’s investment strategy. Ellison lives in Burlingame, Calif. with her husband and two sons. She earned her BA degree in business administration from Seattle University.
INSIDE THE RANKINGS
Each advisor—determined by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including:
- In-person interviews
- Industry experience
- Compliance records
- Client retention
- Assets under management
Read more about the methodology.