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July 6, 2016

What’s New at B|O|S

Please read important disclosures HERE.

B|O|S Launches Facebook Page
B|O|S is excited to announce the launch of our new Facebook page! This development is just one of the many ways we are taking B|O|S into the digital world.
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Like our page at to stay up to date with what’s going on at B|O|S.

Ashanti Smith
Compliance Manager
Ashanti joined the firm in 2016 and is focused on the firm’s compliance initiatives at all levels. She is responsible for implementing and updating policies and procedures to ensure that B|O|S continues to put the clients’ interests first and adheres to all regulatory requirements.

Ashanti joined the firm from Standard Pacific Capital, a hedge fund, where she was the Compliance Manager and also managed the Human Resources function working closely with the General Counsel and President.

Elizabeth Smart
Business Services Coordinator
Elizabeth is responsible for providing a diversified array of support functions for the firm across several different departments, which include finance, office administration and compliance.

Prior to joining the firm, she worked for many years with professional services firms, primarily with engineers and architects in the role of business manager, with responsibilities that included finance, human resources, and administration.

Myles VanderWeele and Sean Angelis attain CFP® designation
B|O|S Portfolio Manager Myles VanderWeele and B|O|S Portfolio Administrator Sean Angelis 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.

Sean Angelis, CFP®, Awarded Outstanding Student of the Year
B|O|S Portfolio Administrator Sean Angelis, CFP®, was named Outstanding Student of the year by The UC Berkeley Extension Certificate Program in Personal Financial Planning. Sean was recognized for his very high test scores, and also for his enthusiasm, positive attitude and care for the field. The competition for this honor is stiff. Berkeley’s financial planning program is among the most highly regarded in the country, and has an enrollment of almost 200 students.

As is so happens, B|O|S Portfolio Manager Myles VanderWeele, CFP®, was named last year’s Outstanding Student.

Alicia Krueger Promoted to Portfolio Administrator
Alicia Krueger has been promoted to Portfolio Administrator. Alicia will expand her client service responsibilities by taking on additional client relationships.

Filed under: Firm Updates

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