February 3, 2015

Winter 2015: What’s New at B|O|S

Please read important disclosures HERE

We are pleased to introduce you to our newest member of the BOS team and to announce two promotions.

Jeff Bushman, Portfolio Operations Associate

Jeff Bushman joined BOS in January as Portfolio Operations Associate. He is responsible for client account data management. His duties are new client account set up, cost basis data entry and maintenance of all account settings.

Prior to joining the firm, Jeff spent seventeen years at Franklin Templeton Investments in a variety of roles beginning in Fund Accounting. Over the past ten years, Jeff was responsible for managing the Portfolio Administration team responsible for reconciliation, account maintenance, and performance reporting for the Franklin Templeton Separately Managed Account business.

Daniel Lee, Portfolio Manager

Daniel Lee has been promoted to Portfolio Manager. Daniel is a CERTIFIED FINANICAL PLANNER™ professional and a Chartered Financial Analyst. As Portfolio Manager, Daniel provides comprehensive financial planning and investment management services to private and institutional clients. Prior to becoming a Portfolio Manager, Daniel was a member of our portfolio administration team handling day-to-day client operations. Daniel is member of the firm’s Marketing Committee.

Daniel has a BS in Economics from the University of Michigan and attended the Personal Financial Planning Program at the University of California, Berkeley.

Audra Nay, Client Service Supervisor

Audra Nay has been promoted to Client Service Supervisor. In this role, Audra supervises the BOS Client Service Team in addition to supporting individual Portfolio Managers and Principals with their clients’ needs. She also oversees the firm’s relationships with our custodians, enforces the firm’s client service standards and procedures, oversees and monitors projects, provides training, and updates and maintains client service policies.

Prior to joining the firm, Audra was with Santa Barbara Asset Management/Nuveen Investments where she was a Senior Client Service Coordinator/Operations Specialist for both institutional and high net-worth relationships. Her prior financial industry experience also includes roles at STW Fixed Income Management (recently acquired by Schroders) and UBS (previously Paine Webber). Audra holds a Series 65 License and has a BA in Communications from the University of California, Santa Barbara.

Filed under: Winter 2015

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