Back to Team

Chantal Hersey

Portfolio Associate

Chantal works within the Client Service Team monitoring the daily maintenance of client accounts and trade execution. In addition, she serves as a team resource for further operational and client service matters. She supports multiple Portfolio Managers and Principals with management activities, client reports and projects. She has been with B|O|S since 2013.

Chantal is currently pursuing the Personal Financial Planning Certificate at the UC Berkeley Extension and is the Co-chair of the Student Advisory Board. In addition, she is an active member of the Financial Planning Association of San Francisco.

Education
  • BS in Finance, University of San Francisco
Highlights
  • Series 65 license holder
  • Member of the Financial Planning Association of San Francisco.
  • Co-chair of the UC Berkeley Personal Financial Planning Student Advisory Board
SUBSCRIBE TO OUR NEWSLETTER

Get B|O|S Perspectives
in Your Inbox