Jacqueline Bos, CCO

JacquelineBos2Executive Vice President

Jacque has been working in the financial industry since 1992. She first started working with Jan Butensky & Allan Cohen at Prudential Securities as their Registered Sales Assistant. In 1995 when they decided to open their own Registered Investment Advisory, she was happy to follow. Jacque has been here since its inception, first as the Office Manager and Operations Manager, and now in the capacity of Executive Vice President and Chief Compliance Officer. Jacque is also a principal of the firm.

Jacque states, “It is a pleasure to work with this dedicated team and our elite clientele. Throughout the years I am constantly reminded of the team’s dedication to the client’s best interest and needs. We pride ourselves on high touch customer service and our client retention confirms that we deliver.”