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May 19, 2021

What’s New at B|O|S

Please read important disclosures HERE.

B|O|S INCLUDED AMONG SAN FRANCISCO BUSINESS TIMES LARGEST BAY AREA WEALTH MANAGEMENT FIRMS
We’re pleased to once again be included in the San Francisco Business Times Top Bay Area Wealth Management Firms list. The firm ranked 10th on the list, which ranks firms located in Alameda, Contra Costa, Marin, San Francisco, and San Mateo counties by AUM.

ERIC CHANG, CFA, WEALTH MANAGER
Eric provides investment management and financial planning advice to individual and institutional clients. Prior to joining B|O|S, Eric was a portfolio manager at Zions Wealth Management where he was responsible for investment recommendations, asset allocations, and constructing investment portfolios that meet a variety of client needs and objectives. With over 20 years of industry experience, Eric values the opportunities to work closely with clients in helping them achieve their investment and planning goals.

JAY LEE, CFA, CFP®, WEALTH MANAGER
Prior to joining B|O|S, Jay worked in UBS Global Wealth Management’s Chief Investment Office as a private markets strategist. Jay was responsible for conducting in-depth analysis on industry and investment trends across private markets; his research has been quoted across financial media outlets such as Barron’s, Bloomberg, FundFire, and WSJ. While at UBS, Jay also worked as a portfolio strategist where he constructed multiasset class portfolios for high net worth and institutional clients. Prior to UBS, Jay worked at Neuberger Berman as an equity research analyst covering the industrials sector.

ANDRÈ DE JONG, FPQP™, CLIENT ASSOCIATE
André is a member of our Client Service Team and manages administrative and operational activities for both our private and institutional clients. She supports principals and wealth managers by maintaining client accounts, preparing investment portfolio reviews, and processing client asset transfers. Prior to joining B|O|S in March of 2021, André served as a client service specialist at Whelan Financial and served in a similar role at Private Ocean.

LEANN SHEA, CLIENT ASSOCIATE
LeAnn is a native San Franciscan and has worked in client service for the financial industry for 15 years with experience working for First Republic Private Wealth Management where she was the client service associate for a team of six portfolio managers as well as the assistant editor of their quarterly newsletter, Natixis Investment Managers where she was a senior client service/operations specialist and co-chair of the ESG Proxy Voting Committee, and RBC Wealth Management.

Filed under: Firm Updates

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