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April 1, 2015

What’s New at B|O|S

Please read important disclosures HERE.

We are pleased to introduce you to our newest member of the BOS team.

Cameo Roberson, Portfolio Administrator

Cameo Roberson joined B|O|S in March as a Portfolio Administrator. Cameo works within our Client Service Team managing operational transactions and activities for our private and institutional clients. She assists with investment portfolio reviews and cashiering requests, interfaces with custodians, coordinates account documentation and asset transfers, and provides ongoing account maintenance for clients.

Prior to joining the firm, Cameo was an Estate Planning and Trust Administration Legal Assistant at Thoits Law where she was responsible for estate plan documentation management, real property transfers, trust funding procedures and overall client service. She also spent a combined ten years between two Registered Investment Advisory firms (Changing Parameters and Brownson, Rehmus & Foxworth) serving high net worth families in a variety of roles including client service, new accounts and maintenance, operations management, and coordination of private alternative investment documentation requests and capital call transfers.

Filed under: Firm Updates

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