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November 11, 2019

What’s New at B|O|S

Please read important disclosures HERE

B|O|S NAMED TO BARRON’S 2019 TOP 50 RIA FIRMS
We are happy to be included among Barron’s 2019 Top 50 RIA Firms. You can see the complete list here and read an interview with Managing Principals Carol Benz and Kevin Dorwin, CPWA®, CFP® here.

AARON WAXMAN NAMED TO MULTIPLE FORBES LISTS
Principal Aaron Waxman, CPA, CFP® was named to both Forbes’ 2019 Top Next-Gen Wealth Advisors and 2019 Top Next-Gen Best-in-State lists. Aaron was placed #28 on the Top Next-Gen Advisors list and #5 on the Top Next-Gen Best-in-State list within California.

JENNIFER ELLISON NAMED TO FORBES TOP WOMEN WEALTH ADVISORS LIST
Principal Jennifer Ellison, CFA was named to Forbes’ 2019 Top Women Wealth Advisors list. Jennifer was placed #20 on the list, which spotlights 250 standout financial strategists around the country.

DAVID NEWSON LISTED AMONG 2019 OUTSTANDING VOICES
Principal David Newson was named as one of twelve 2019 OUTstanding Voices by the San Francisco Business Times. Every year, the San Francisco Business Times highlights out business leaders as notable contributors and vanguards in the cause for equal rights.

B|O|S NAMED TO FT 300 AND TOP CORPORATE PHILANTHROPISTS
We are pleased to announce that B|O|S was again listed among both Financial Times2019 300 Top Registered Investment Advisers and the San Francisco Business Times2019 Top Corporate Philanthropists.

DAVID NEWSON PROMOTED TO PRINCIPAL
Prior to becoming a Principal David’s title was Director | Experiences + Growth. As a Principal, David leads all growth activities for the firm including functional areas of marketing, experiential design, and business development.

JOEL DEMARIA, CFP®, PROMOTED TO DIRECTOR, WEALTH MANAGEMENT
Joel will continue to oversee the daily trading activity at the firm. He will also provide ongoing training for Wealth Managers at the firm on numerous wealth management topics.

ADAM MAZZARO, CEPA®, DIRECTOR, WEALTH MANAGEMENT
Adam will partner with clients and their professional advisors on a variety of topics. Prior to joining the firm, he served as a Senior Vice President with BNY Mellon Wealth Management.

SAMMY HON, WEALTH MANAGER
Sammy will provide financial planning advice and work with clients to implement a cohesive wealth plan. Prior to joining the firm, she worked as a Wealth Manager at BNY Mellon Wealth Management.

SHELBY STAHR, CFP®, WEALTH MANAGER
Shelby will provide comprehensive financial planning and investment management services to clients. Prior to joining the firm, she spent three years with Mosaic Financial Partners.

EMILY TAKEN-VERTZ, CFP®, WEALTH MANAGER
Emily will be focusing on tax-planning, intergenerational wealth transfer, and working with clients around the practical implementation of long-term wealth planning strategies. Prior to joining B|O|S, Emily served as a financial advisor for Brouwer & Janachowski, LLC

DJ JACK, CLIENT ASSOCIATE
DJ will assist Wealth Managers with investment portfolio reviews, provide day to day client service and interface with custodians for ongoing account transactions and maintenance. Prior to joining the firm, he interned with Mercer Advisors as an assistant to the Client Service Team.

Filed under: Firm Updates

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