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November 8, 2017

What’s New at B|O|S

Please read important disclosures HERE.

Lucky: Stories of the Unexpected, a B|O|S supported Podcast

We are proud to present Lucky: Stories of the unexpected, a new podcast made possible by B|O|S. Lucky features stories of unexpected events, adventures, and experiences of Bay Area residents.

Myles VanderWeele, CFP®, Promoted to Principal

Myles VanderWeele, CFP®, has been promoted to Principal. Myles is a CERTIFIED FINANICAL PLANNER™ professional who works with both private and institutional clients of the firm. Myles has been responsible for developing B|O|S University, an annual educational event, as well as a specialized program to meet the unique planning needs of attorneys.

Vickie Wilde, Compliance Manager

Vickie holds the position of Compliance Manager and is responsible for establishing, managing and directing the firm’s Compliance Program and supports the firm’s legal activities. She has many years of experience within operations and compliance in the financial services industry. Prior to joining the firm in 2017, Vickie was the Associate Director of Compliance at First Republic Investment Management and prior to that was the Assistant Vice President of Operations at Salient.

Richard Long, CFA, Portfolio Manager

Prior to joining B|O|S, Rich spent over a decade as an investment strategist and was responsible for asset allocation positioning, client portfolio construction, and investment research. As an investment committee member, he focused on delivering attractive risk adjusted returns to enable clients to meet their investment objectives. At B|O|S, Rich takes a holistic view of clients’ financial situations to help ensure the investment assets are working in harmony with the planning components. Acting as the client’s “CFO,” Rich’s objective is to help clients navigate financial matters and investments so they can focus on the things that matter most to them. He measures success by earning client trust, making decisions in a timely and unbiased manner, and growing the firm’s reputation of integrity and personalized service.

Eric Sousa, Portfolio Administrator

Eric works within our Client Service Team managing administrative and operational activities for both our private and institutional clients. He provides support to Principals and Portfolio Managers with ongoing maintenance of client accounts, preparing investment portfolio reviews, and processing client asset transfers. Prior to working at B|O|S, Eric worked as a Portfolio Administrator for Cypress Wealth Advisors in San Francisco, California.

Jon Lacey, Portfolio Administrator

Jon works on the Client Service Team at B|O|S. Prior to joining B|O|S, Jon worked as an Equity Trader at ClearBridge Investments and JPMorgan. Jon is currently pursuing the Certificate Program in Personal Financial Planning at the UC Berkeley Extension.

Andy Lin, Portfolio Administrator

Andy works within our Client Service Team managing operational transactions and activities for our private and institutional clients. He provides support to Principals and Portfolio Managers with processing asset transfers, preparing investment portfolio reviews and interfacing with custodians for ongoing account maintenance for clients. Prior to joining B|O|S, Andy worked as an Operations & Technology Associate at Rand & Associates.

Filed under: Firm Updates

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