- BA, Communications and Media Studies, Hunter College
- Personal Financial Planning Program, University of California, Berkeley
Emily works closely with both private and institutional clients in comprehensive financial planning and investment management. Her work focuses on tax-planning, intergenerational wealth transfer, and working with clients around the practical implementation of long-term wealth planning strategies.
Prior to joining B|O|S, Emily served as a financial advisor for Brouwer & Janachowski, LLC in Mill Valley, CA.