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Jennifer Ellison, CFA


Jennifer joined the firm in 2001 and manages the firm’s Silicon Valley office.

Jennifer not only works with many of the firm’s individual clients, but also directly manages many of the firm’s largest institutional endowment and foundation client relationships. Before joining BOS, Jennifer’s experience included five years as a financial consultant with Merrill Lynch in Seattle, and two years at an independent firm where she was responsible for developing and implementing the firm’s investment strategy.

Jennifer lives in Burlingame with her family.

  • BA in Business Administration, Seattle University
  • Jennifer Ellison, Chartered Financial Analyst
  • Member of the Burlingame Library Foundation Board of Directors
  • Member of the Peninsula Tennis Club Board of Directors
  • Member of CFA Institute
  • Member of Financial Women’s Association
  • Member of National Association of Financial Executives
  • Sustaining Member of Junior League of San Francisco
  • San Francisco Business Times | Most Influential Women in Bay Area Business 2018
  • Ranked #17 on Forbes 2018 Top Women Wealth Advisors list
  • Recognized by Forbes Magazine as one of the Best Wealth Advisors in California in 2018
  • Recognized by Barron’s Magazine as one of the Top 100 Women Financial Advisors in 2017, 2016, 2015, 2014
  • Recognized by Financial Times as one of the Top 100 Women Financial Advisors in America for 2014

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