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May 23, 2017

What’s New at B|O|S

Please read important disclosures HERE.

Tim Raftis

Portfolio Manager
Prior to joining the firm, Tim spent over twenty years as a Director and Senior Equity Trader at ClearBridge Investments, where he was responsible for implementing the firm’s investment strategies. At B|O|S, Tim is responsible for providing investment management and financial planning advice to both private and institutional clients.

Sheetal Bagde

Portfolio Manager
After a successful career in corporate finance at Hewlett Packard, Sheetal decided to bring her expertise to individuals and families. She served as a Wealth Advisor at Buckingham Strategic Wealth before joining B|O|S. Passionate about helping clients achieve their financial goals, Sheetal serves as a fee-only, fiduciary advisor to clients in areas of investments, stock options, retirement planning, tax, insurance and estate planning. Being an advocate for her clients and seeing them succeed as a result of their partnership brings her great joy.

Valerie Weinfeld

Business Services Coordinator
Valerie is responsible for providing a diversified array of business support functions for the firm across various departments, including finance, facilities, compliance and office administration. Prior to joining the firm, Valerie was the Regional Business Administrator at Credit Suisse, where her responsibilities included facilities and project management, accounts payable, event planning, recruiting and human resources, compliance and travel management.

Ryan Ford and Tim Raftis attain CFP® designation

B|O|S Portfolio Administrator Ryan Ford and B|O|S Portfolio Manager Tim Raftis were recently awarded the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. While many professionals may refer to themselves as financial planners, CFP® professionals have completed rigorous training and experience requirements and understand the complexities of managing wealth.

Filed under: Firm Updates

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