Barron’s Names Jennifer Ellison of B|O|S as a “Top 100 Women Financial Advisor” for the Third Consecutive Year
SAN FRANCISCO, June 14, 2016 – B|O|S, a leading Bay Area independent wealth management firm, today announced that Barron’s has recognized the firm’s Principal, Jennifer Ellison, CFA, as 64th in their 2016 list of America’s Top 100 Women Financial Advisors. This is the third consecutive year Jennifer Ellison has been featured in Barron’s annual Top 100 Women Financial Advisors ranking.
“I’m humbled to be included on the Barron’s Top 100 list for the third year in a row, alongside so many esteemed professionals,” said Jennifer Ellison. “I credit this success to our strong team at B|O|S. This recognition is indicative of our unrelenting commitment to service excellence and our dedication to doing right by our clients, through an objective approach to wealth management.”
This year also marks the 11th edition of Barron’s annual ranking of top 100 Women Financial Advisors. The editors at Barron’s focus on total assets under advisement and revenue generated by the advisor’s team, as well as an assessment of the overall quality of the practice. Investment performance is not an explicit criterion because clients’ investment goals vary. In many cases, the objective is preservation of wealth, rather than market-trouncing returns.
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.
B|O|S continues to be recognized for its successes nationally. Recently recognized as a winner of the 2016 Bay Area Best Places to Work, an awards program presented by the San Francisco Business Times and the Silicon Valley Business Journal. B|O|S’s advisors have also been featured as expert commentators in MarketWatch, Bloomberg, Institutional Investor and The Wall Street Journal.
Read the article and view the rankings here: http://bit.ly/1Uu4Det