July 6, 2016

B|O|S Media Highlights

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B|O|S Named to 2016 Financial Times 300 Top Registered Investment Advisers List

B|O|S has been named to the Financial Times 300 Top Registered Investment Advisers list for 2016. The esteemed list recognizes top independent RIA firms from across the U.S.

“It’s a tremendous honor to be recognized as a leader in independent wealth management,” said Kevin Dorwin, Managing Principal at B|O|S. “Our reputation is a testament to our team’s relentless dedication to meeting our clients’ needs and putting their interests first.”

More than 1,500 pre-screened RIA firms were invited to apply for consideration to be included in the FT300 based on their assets under management (AUM). Applicants were graded on six criteria: AUM, AUM growth rate, years in existence, advanced industry credentials of the firm’s advisors, online accessibility, and compliance records. http://on.ft.com/21oFXJm
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Carol Benz Named to the Most Influential Women in Bay Area Business List by San Francisco Business Times for 2016

Carol Benz, Chief Operating Officer and Managing Principal at the firm, has been recognized by the San Francisco Business Times as one of the Most Influential Women in Bay Area Business for 2016. Every year, the list honors 150 stand-out female leaders in business, government and nonprofits in the Bay Area.

A resident of San Francisco, Benz joined the firm in 2001 and serves as Managing Principal with Kevin Dorwin. Benz also serves as the firm’s Chief Operating Officer and is responsible for firm management, including finance and reporting, portfolio operations, human resources, compliance, technology, and strategic planning.
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11 Great Investing Tips for Women

B|O|S Principal Jennifer Ellison talks to U.S. News about socially responsible investing. http://bit.ly/294lyoU
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Voices: How to Smooth the Wealth-Transfer Process for Clients

B|O|S Managing Principal Kevin Dorwin discusses transferring wealth in The Wall Street Journal. https://lnkd.in/b2xmtpr
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Barron’s Names Jennifer Ellison of B|O|S as a “Top 100 Women Financial Advisor” for the Third Consecutive Year

Silicon Valley office head, Jennifer Ellison ranked among America’s Top 100 Women Financial Advisors by Barron’s. https://lnkd.in/biEGSn7
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After a year of slowing sales, Silicon Valley’s future takes shape

B|O|S Principal Jennifer Ellison talks to The San Jose Mercury News. https://lnkd.in/eXTvdxT

Filed under: Summer 2016

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