B|O|S, a leading Bay Area independent wealth management firm, is pleased to announce that the San Francisco Business Times has recognized the firm’s Principal, Jennifer Ellison, CFA, as one of the Most Influential Women in Bay Area Business for 2018. Every year, the list honors stand-out female leaders in business, government and nonprofits in the Bay Area.
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.
Read on to hear from Jennifer and view the full list.