SAN FRANCISCO, May 5, 2017 /PRNewswire/ -- B|O|S, a leading Bay Area independent wealth management firm, today announced that Carol Benz, Managing Principal and Chief Operating Officer at the firm, has been recognized by the San Francisco Business Times for the second consecutive year as one of the Most Influential Women in Bay Area Business for 2017. Every year, the list honors stand-out female leaders in business, government and nonprofits in the Bay Area.
"Carol's strong leadership, steady hand and hard work have been extremely influential in helping B|O|S grow from a small boutique advisory firm to a $4 billion top tier Bay Area wealth management firm," said Kevin Dorwin, Managing Principal at B|O|S. "She managed to accomplish this while also giving back tremendously to the local community and to the wealth advisory industry as a whole."
"It is an absolute pleasure to be recognized with so many talented and community minded women leaders in the Bay Area," said Carol Benz. "I am honored to be representing B|O|S and to be leading a tremendous team intently focused on meeting the unique financial and investment needs of our clients."
A resident of San Francisco, Benz joined the firm in 2001 and serves as Managing Principal with Kevin Dorwin. Benz also serves as the firm's Chief Operating Officer and is responsible for firm management, including finance and reporting, portfolio operations, human resources, compliance, technology, and strategic planning.
Prior to joining the firm, Benz worked for 10 years for Barclays Global Investors, currently known as Blackrock, where she managed account operations, domestic operations, international operations, and the data services group, and for three years with Ernst & Young as a Supervising Senior where she worked with insurance, technology, and manufacturing clients.
Benz is a Certified Public Accountant (inactive status) in the state of California. She is currently Vice Chair of the Stanford Alumni Association Board of Directors and holds positions as a member of the Stanford Cap & Gown Alumnae Board, a Director of the San Francisco Opera Guild, treasurer of the San Francisco Ballet Auxiliary, a committee member of the C.A. Buck Educational Foundation, and a sustaining member of the Junior League of San Francisco. Previously, Benz served as a member of the Schwab Advisor Services Advisory Board, president and treasurer of the San Francisco Ballet's ENCORE!, as treasurer of the San Francisco Opera Guild, as a member of the board of the Merola Opera Program, and as Dinner Chair of the San Francisco Ballet's 2010 opening night gala. Benz earned her BA degree in economics from Stanford University.
B|O|S is a leading California Bay Area independent wealth management firm with over 30 years of experience serving high net worth clients. B|O|S manages approximately $4 billion* in client assets through its complete picture approach -- understanding clients' complete financial lives and the complex world of investing in order to create customized, thoughtful investment plans.
*As of March 31, 2017
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