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February 19, 2019

What’s New at B|O|S

Please read important disclosures HERE

MARIA AGUIRRE, CLIENT ASSOCIATE
Maria will assist Wealth Managers with investment portfolio reviews, provide day to day client service and interface with custodians for ongoing account transactions and maintenance. Prior to joining the firm, she worked as a client Service Specialist at a local firm.

GARRETT GILLETT, CRPC®, AAMS® FINANCIAL PLANNING PARAPLANNER
Garrett will support the firm’s financial planning initiatives. Prior to joining the firm, he managed the day-to-day operations at a local firm.

JEFFREY BLANCHARD, CFA PROMOTED TO DIRECTOR OF RESEARCH
Over the nearly five years since Jeff joined the firm, he has played a valuable role in helping provide top-quality investment management. Jeff has also demonstrated the initiative and commitment to excellence that is consistent with his new title. He is a native Bay Area resident and currently lives with his wife in Marin County.

 

Disclosures

Filed under: Firm Updates

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