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Myles VanderWeele, CFP®

Principal

Prior to joining the firm, Myles spent over ten years in management and strategy consulting. During his tenure with CEB (NYSE: CEB) and Huron Consulting Group (NASDAQ: HURN), he worked with CFOs and other executives from large organizations on complex corporate finance and business problems. At Bingham, Osborn & Scarborough, Myles is responsible for providing investment and financial planning advice to help private and institutional clients achieve their financial goals.

Myles and his wife and daughter live in San Francisco.

Education
  • BS in Communication Studies, Northwestern University
  • MBA, Finance and Economics, University of Chicago Booth School of Business
  • Personal Financial Planning Program, University of California, Berkeley
Highlights
  • Myles VanderWeele is a CERTIFIED FINANCIAL PLANNER™ professional
  • Recipient of the 2015 UC Berkeley Extension Certificate Program in Personal Financial Planning Outstanding Student Award
  • Proficient in German
  • Member of the Board of Governors for Opportunity International
  • Member of the Enterprise for High School Students Board of Directors
  • Member of the Hearing and Speech Center of Northern California Board of Directors
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