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February 9, 2016

Winter 2016: What’s New at B|O|S

Please read important disclosures HERE.

Emma Barrie
Marketing Coordinator
Emma joined the Marketing team at B|O|S in 2016. As Marketing Coordinator, she supports all firm marketing, business development efforts, as well as event planning and implementation.

Prior to joining the firm, Emma worked for a business education company in Mountain View, where she managed and implemented various digital and email marketing efforts.

Janet Lee
Portfolio Administrator
Janet works within our Client Service Team managing client administrative and operational activities for our private and institutional clients. She assists Portfolio Managers and Principals with investment portfolio reviews, provides day to day client service and interfaces with custodians for ongoing account transactions and maintenance.

Prior to joining the firm, Janet was a Global Client Service Manager at Mellon Capital Management where she led a team of Client Service Representatives across 3 locations to deliver service and solutions to institutional, endowment, foundation and mutual fund client relationships for 8 years.

Judith Gordon
Estate Planning Advisor
Judy joined the firm in 2016 after a 35 year legal career in sophisticated estate and gift tax planning, charitable planning, and probate and trust administration. She will assist B|O|S advisors in delivering sophisticated estate planning advice to clients.

Michelle Soto promoted to Director
Michelle Soto has been promoted to Director. In her capacity as Director, Michelle will expand her client service responsibilities to include managing a greater number of client relationships as a lead advisor. She will also continue to play a lead role on the Financial Planning Committee.

Steve Pitchford attains CFP® designation
B|O|S Tax Advisor & Portfolio Manager Steve Pitchford was 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.

Steve is also a Certified Public Accountant in the State of California, and a Series 65 License Holder.

Filed under: Firm Updates

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