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August 14, 2014

What’s New at B|O|S

Please read important disclosures HERE.

We are pleased to introduce you to several new members of the B|O|S team.

Josh Busse, Business Services Coordinator
Josh manages many of the firm’s vendor relationships, processes accounts payable and assists the Finance and Billing Manger with monthly financial reporting, year-end audit and acts as client billing support and backup. Additionally, Josh provides support to the Compliance Manager and Executive Associate assisting with general audits and SOX testing. Prior to joining B|O|S, Josh held various administrative and information technology positions at residential and industrial real estate companies.

Jacqueline Carrillo, Portfolio Administrator
Jacqueline is responsible for providing support and service to our clients as a member of our client service team. She is based in the Silicon Valley office. Jacqueline joins us from the Zuk Financial Group in Santa Cruz where she specialized in providing paraplanning services to individuals from the educational and public service sectors.

Jenny Salmon, Portfolio Administrator
Jenny is responsible for providing support and service to our clients as a member of our client service team. Prior to joining B|O|S, Jenny spent eight years at Artisan Partners LP where she was a mutual Fund Operations Specialist. Jenny served in a variety of roles including client service, internal sales support, compliance, reporting and operations.

Vanessa Wilson, Operations Associate
Vanessa is responsible for processing account and client information in B|O|S’s portfolio accounting, CRM and rebalancing systems. Prior to joining B|O|S, Vanessa held positions that focused on the administration of alternative investments at Citco Fund Services, a hedge fund administrator and Mayfield Fund, a venture capital firm.

Copies of Form ADV and the B|O|S Code of Ethics Available. As a registered Investment advisor, our firm offers annually to each of its fee-paying clients, at no cost, an updated copy of our form ADV. This is a disclosure document detailing the background, business practices and philosophy of the firm and its principals. In addition, we also offer to our clients a copy of our firm’s Code of Ethics. If you would like to receive a copy of either our form ADV or the Code of Ethics, please call Eileen Gamboa at our San Francisco Office, 415.781.8535.

Filed under: Firm Updates

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