Jeremy Bohne
CRD Number: 4861459Current Firm: Paceline Wealth Management, LLC
Compensation Model: Fee Only
Paceline helps tech and biotech executives, physicians, and those seeking financial planning services to overcome the most complicated financial decisions they face with a combination of concierge-level service, professional-grade resources, and investment skill. We work with clients located in the Boston-area, and across the country on a remote basis.
Many of our clients who work in tech or biotech are seeking assistance in managing their employer stock, including incentive stock options (ISO), non-qualified stock options (NSO), restricted stock and RSU, and employer stock purchase plans (ESPP). We have specific expertise in helping clients navigate employer M&A and IPO, as well as negotiating the stock component of a new job offer.
Jeremy Bohne, the Founder of Paceline, is a Cornell MBA whose professional experience spans from comprehensive financial planning to institutional investing, insurance, and management consulting. Clients value his investment expertise, listening skills, and attention to details.
Visit out website for more information on:
- Financial planning for tech executives
- Financial planning for biotech executives
- Financial planning for physicians
As a thought leader in personal finance topics our Founder, Jeremy Bohne, is frequently quoted in the press, including:
Bloomberg: Top Tax Mistakes to Avoid If You Make More Than $100,000
US News & World Report: What to Know About the Instacart IPO
ThinkAdvisor: Some Investors Ditch Stocks as Interest Rates Boom: Survey
Financial Planning: Americans are postponing their lives due to economic uncertainty
Employee Benefit News: Almost half of Americans cash out their 401(k)s when changing jobs
The Penny Hoarder: Cash Is King Again: High Interest Rates Make Safe Investments More Attractive
US News & World Report: Low-Risk Investments With Steady Returns for Retirees
ThinkAdvisor: 11 Tips for Helping Clients Worried About Their Cash: Advisors’ Advice
Reviewed: How to prepare financially for energy costs this winter.
Go Solo: Financial Life Stages - Paceline Wealth Management
Yahoo! News: How much should you be investing? Here’s what experts have to say
ThinkAdvisor: How to Quell Clients' 401(k) Balance Panic in Bear Markets: Advisors’ Advice
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Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Paceline Wealth Management, LLC | Somerville, MA | Oct 2017 - Current | 6 |
| Unemployed | Somerville, MA | Sep 2016 - Oct 2017 | 1 |
| Brookfield Investment Management | Boston, MA | Apr 2015 - Sep 2016 | 1 |
| Sun Life Investment Management | Wellesley, MA | Aug 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- MA
- TX
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Total Assets Under Management12MILLIONS
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Total Number of Accounts54ACCOUNTS
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Average Account Value$228,508
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MA, TX
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