Category: Bios
2 posts categorized as "Bios"
John Caroli
January 11, 2011
John provides portfolio management and financial planning services to clients. Prior to starting BCS, John was with UBS for over 10 years where he was a First Vice President and a Senior Portfolio Manager. Prior to that, John was a municipal bond trader with Robert R. Meredith & Company. He began his professional career as…
David “Scott” Schiff
January 11, 2011
David specializes in estate planning strategies, alternative investments, and wealth management services. Prior to co-founding BCS, David was a Vice President and Financial Advisor at UBS and has over 20 years of investing experience in Alternative Investments (Private Equity, Venture Capital, Hedge Funds, Fund of Funds, etc…). He previously worked as a Mergers and Acquisitions…