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

Share:
back to all posts
SUBSCRIBE TO OUR NEWSLETTER

Get B|O|S Perspectives
in Your Inbox