Main BOS Logo

Back to Team

Jeffrey Blanchard, CFA

Director of Research

Jeff is our Director of Research responsible for providing analysis and support to Chief Investment Officer, Rich Golinski and the Investment Committee. He has over 25 years’ experience in the investment management industry with a focus on portfolio management, trading, and research. Jeff has previously held positions at Barclays Global Investors (now Blackrock), Northern Trust, JPMorgan, and Fisher Investments.

He is a native Bay Area resident and currently lives with his wife in Marin County.

  • BS in Finance, Beta Gamma Sigma, San Francisco State University
  • Certificate in Financial Planning, Boston University
  • Jeffrey Blanchard, Chartered Financial Analyst
  • Member of the CFA Institute
  • Member of the CFA Society of San Francisco
  • Member of the Market Technicians Association

Get B|O|S Perspectives
in Your Inbox