Our Team

B|O|S Team

The principals and portfolio managers in our firm are exceptionally qualified to serve our clients, with prestigious educational degrees, industry certifications and professional honors. They are frequently quoted in top national and local financial publications, and they are consistently recognized by many of those publications as being in their top tier of wealth managers. That said, it is the quality and character of the individuals who constitute our BOS team that we find the most impressive – most notably their dedication to teamwork, sharing of knowledge, integrity, and concern for both our clients and each other.

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