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May 18, 2020

What’s New at B|O|S

Please read important disclosures HERE.

B|O|S LAUNCHES PERSPECTIVES PODCAST
We’re pleased to announce the launch of the B|O|S Perspectives podcast featuring content from our newsletter and blog, weekly market and economic recaps, as well as interviews on topics at the intersection of investing and life. The podcast is available on your favorite podcast app, Amazon alexa enabled devices, and at bosinvest.com/podcasts.

JENNIFER ELLISON RANKED AMONG FORBES TOP WOMEN WEALTH ADVISORS
Principal Jennifer Ellison, CFA placed #33 on Forbes’ 2020 Top Women Wealth Advisors list. The list spotlights over 1,000 female advisors across the country who were ranked on criteria including revenue produced, compliance records, industry experience, assets under management, and in-person interviews.

Filed under: Firm Updates

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