Jeremy Bohne

About Jeremy Bohne

Ask for a free Second Opinion on your investments, and learn about common questions we…

Experience

1. Financial Advisor Founder

   Paceline Wealth Management, Llc

   Oct 2017 — Present

   I specialize in helping tech leaders to monetize stock-based compensation (stock options, restricted stock, and RSUs), manage their investments, and by delivering financial planning. As the Founder of Paceline Wealth Management, I am closely familiar with the challenges and reward of working at a startup. I have close ties to the technology community in Boston, and as a result I understand the needs and concerns of clients who work at venture capital and private equity funded startups, as well as public companies. Prior to starting Paceline, I managed multi-billion dollar portfolios for institutions, including mutual funds and insurance companies. In this capacity, I was responsible for generating investment ideas, meeting C-level executives to conduct due diligence, and performing financial analysis. Paceline is a Registered Investment Advisor firm (RIA), and is required to place clients’ interests ahead of its own. Our commitment to clients is further demonstrated through a transparent fee schedule, and by accepting compensation only for financial advice and only from clients (we do not accept commissions for the sale of investment or insurance products). Ready to talk? You can schedule a 15 minute intro call by accessing my calendar, message me on LinkedIn, or email me at j•••••@pacelinewealth.com. Paceline Wealth Management, LLC is a Registered Investment Advisor located in the Commonwealth of Massachusetts. Please view our important disclosures at:

Skills

• Portfolio Management
• Bloomberg
• Bonds
• Corporate Finance
• Investments
• Competitive Analysis
• Analysis
• Financial Modeling
• Fixed Income
• Financial Analysis
• Asset Management
• Due Diligence
• Valuation
• Strategy