- BS in Society & Environment, University of California, Berkeley
- BA in Political Science, University of California, Berkeley
Alicia works in our Client Service Team managing operational transactions and administrative activities for our private and institutional clients. She assists Portfolio Managers and Principals with investment portfolio reviews, provides day to day client service, and interfaces with custodians for ongoing account maintenance. Alicia also assists with research on Socially Responsible Investing (SRI).
Prior to joining B|O|S, Alicia worked in the non-profit sector where she was a Program Coordinator at World Stewardship Institute in Santa Rosa, California.
Alicia lives in San Francisco.