February 20, 2018

What’s New at B|O|S

Please read important disclosures HERE

RYAN FORD, CFP®, PORTFOLIO MANAGER
Ryan has been with the firm for three years, serving as a Portfolio Administrator in our Silicon Valley office. Since that time, Ryan has earned the CERTIFIED FINANCIAL PLANNER™ credential and has taken on many responsibilities related to the Portfolio Manager role. We are pleased to announce Ryan’s promotion to Portfolio Manager.

MONETTE DE LA ROSA, PORTFOLIO ASSOCIATE
Monette joined B|O|S in June 2015 with more than 15 years of experience in operations and client service. We are pleased to announce her promotion to Portfolio Associate.

Disclosures

Filed under: Firm Updates

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