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Chantal Hersey, CFP®

Senior Client 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 Wealth Managers and Principals with management activities, client reports and projects. She has been with B|O|S since 2013.

Chantal lives in San Francisco.

Education
  • BS in Finance, University of San Francisco
Highlights
  • Chantal Hersey is a CERTIFIED FINANCIAL PLANNER™ professional
  • 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
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