B|O|S University

We will be hosting our second annual B|O|S University on October 24th at the Omni San Francisco. The theme for 2017 is:

An Introduction to Behavioral Economics: Understanding our Predictable Financial Missteps

The speakers at the event will include:

Terrance Odean, the Rudd Family Foundation Professor of Finance at the Haas School of Business, UC Berkeley. Terry is a pioneer in the field of investor behavior.

Kit Yarrow, an award-winning consumer psychologist and Professor Emeritus at Golden Gate University. Kit is also the author of the best-selling book “Decoding the New Consumer Mind” (Wiley, 2014) and is regularly quoted in a variety of media including The New York Times, The Wall Street Journal, NPR, and Good Morning America.

Scott Bosworth, Vice President at Dimensional Fund Advisors.

In a couple of months, we‘ll be sending out a formal invitation. Last year, we had over 100 people register for the event. Space is limited, so please be sure to reserve your spot early.

Michelle Soto Promoted to Director of Financial Planning

Michelle Soto has been promoted to Director of Financial Planning. In her capacity as Director of Financial Planning, Michelle will oversee the firm’s internal education, projects and resources with the objective of providing high quality client advice in areas such as estate planning, tax strategies, retirement plans, equity compensation, insurance and education funding.

Sean Angelis Promoted to Portfolio Manager

Sean Angelis has been promoted to Portfolio Manager. Sean is a CERTIFIED FINANICAL PLANNER™ professional and provides comprehensive financial planning and investment management services to private and institutional clients. Prior to becoming a Portfolio Manager, Sean was a member of our portfolio administration team for five years handling day-to-day client administrative and operational needs.

Chantal Hersey Promoted to Portfolio Associate

Chantal Hersey has been promoted to Portfolio Associate. As Portfolio Associate, Chantal will expand her responsibilities within the client service team. Prior to becoming a Portfolio Associate, Chantal was a Portfolio Administrator and was responsible for maintenance of client accounts and client services.

Filed under: Firm Updates

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