Boris B.

Boris B. has extensive work experience in various leadership roles, starting as a Financial Advisor at Mass Mutual Financial Group from 1999 to 2002. Boris then worked at The MONY Group / AXA Financial as a Vice President and District Manager from 2002 to 2006. From 2006 to 2016, Boris served as the President and CEO of WPM Capital, LLC. Following that, they became the President/CEO of The Private Clients Group since 2006. Currently, Boris holds the position of Chief Executive Officer at MY CEO, starting in April 2020.

Boris B. completed their Master's degree in Financial Services (MSFS) from The American College of Financial Services from 2001 to 2005. Boris also obtained a Master's degree in Financial Services from the same institution. Boris B. holds several additional certifications, including a Certified Value Growth Advisor from Corporate Value Metrics, LLC (obtained in July 2022), a Certificate in Family Business Advising from The Family Firm Institute - FFI (obtained in July 2010), a Chartered Leadership Fellow from The American College of Financial Services (obtained in July 2003), a Chartered Life Underwriter from The American College of Financial Services (obtained in May 2003), a Chartered Financial Consultant from The American College of Financial Services (obtained in February 2003), and a Certified Financial Planner (CFP) from the CFP Board (obtained in October 2002). Boris B. has also obtained a Masters in Financial Services from The American College of Financial Services in July 2002. Additionally, they are a member of ICSC and Forum 400 and holds membership in Millio Dollar Round Table as a Member - COT/TOT. Boris B. has not provided specific information regarding the obtained month and year for the Accredited Estate Planner certification.