Our Team

Client Service

Our client services team works closely with our Portfolio Managers and Principals on behalf of our clients and their best interests. With multiple Certified Trust and Financial Advisor (CTFA) certifications, as well as multiple Series 7, 24, 65 and 66 Combined License Holders, B|O|S has assembled a well credentialed team, with a deep understanding of the intricacies of trading to complex family wealth structures.

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