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Scott Toomasson, FPQP™

Client Service Supervisor

Scott joined the firm in 2018 as Client Service Supervisor. In addition to managing personnel, Scott oversees trade execution, maintains many of the firm’s policies & procedures, serves as liaison to custodians Schwab & Fidelity, and assists Principals & Portfolio Managers in servicing a select group of complex clients. Prior to joining B|O|S, Scott was a Regional Manager of Operations at EP Wealth Advisors, and a junior partner/Client Relationship Manager at Private Capital Management Associates, where in addition to Client Service, he handled a broad range of duties including reporting, billing, compliance, office management, and vendor relations.

Scott currently lives in Pleasant Hill, CA with his wife and two young sons.

Education
  • BS in Economics, UCLA
Highlights
  • Scott is a Financial Planning Qualified Professional™
  • Scott is a Series 65 license holder
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