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Jeremy Bohne

Helping people turn stock options into a windfall without complicating their life

Jeremy Bohne is a seasoned professional specializing in investments, stock-based compensation, job changes, and retirement planning.

With a background in finance and asset management, Jeremy is known for providing second opinions on investments, diversification, and investment strategies.

Jeremy is an expert in assisting individuals with stock-based compensation concerns, such as achieving investment value, managing tax implications, and windfalls from company acquisitions.

His expertise extends to job changes, guiding individuals on evaluating stock components of job offers, negotiating offers discreetly, and transitioning between jobs.

In retirement planning, Jeremy helps clients determine retirement age, lifestyle considerations, and the impacts of adjusting retirement timelines.

Having completed his MBA in Capital Markets and Asset Management at Cornell Johnson Graduate School of Management and a B.S. in Finance at Bentley University, Jeremy is well-versed in financial principles.

With a rich professional history that includes roles at prominent organizations like Brookfield Asset Management, Sun Life Investment Management, and The Boston Consulting Group, Jeremy brings a wealth of experience to his clients.

Jeremy Bohne is a former Financial Advisor and Founder at Paceline Wealth Management, LLC, where he offers personalized financial guidance to clients.

Clients can access Jeremy for a 15-minute intro call to discuss their investment inquiries, job changes, stock-based compensation, and retirement planning strategies through his calendar, LinkedIn, or email.

Paceline Wealth Management, LLC, led by Jeremy, is a Registered Investment Advisor based in Massachusetts, ensuring a high standard of financial advisory services.

For further details or important disclosures, individuals can refer to www.pacelinewealth.com/disclosures.

Jeremy Bohne
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Location

Boston, Massachusetts, United States