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Lynne L. Anicete

Administrative Receptionist & Office Coordinator for Silicon Valley at Bingham, Osborn & Scarborough LLC
Overview
Relationships
Paths
Education
Career History

Lynne L. Anicete

Administrative Receptionist & Office Coordinator for Silicon Valley at Bingham, Osborn & Scarborough LLC

Overview

Number of Relationships
This person is connected to 2,174 people.

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Executive Vice President at Boston Private Financial Holdings, Inc.

Principal & Portfolio Manager at Bingham, Osborn & Scarborough LLC

Founder at Bingham, Osborn & Scarborough LLC

Principal & Chief Investment Officer at Bingham, Osborn & Scarborough LLC

Managing Principal at Bingham, Osborn & Scarborough LLC

Managing Principal, Chief Operating Officer at Bingham, Osborn & Scarborough LLC

Partner/Principal at Bingham, Osborn & Scarborough LLC

Director of Financial Planning at Bingham, Osborn & Scarborough LLC

Marketing Coordinator at Bingham, Osborn & Scarborough LLC

Principal at Bingham, Osborn & Scarborough LLC
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Educational Background

Graduate 

Career History

Administrative Receptionist & Office Coordinator for Silicon Valley
Current
Bingham, Osborn & Scarborough's (BOS) investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. The firm then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. BOS diversifies portfolios among major investment markets that may include: U.S. dollar cash instruments; high-quality short to intermediate term U.S. dollar bonds and notes; foreign bonds and notes; specialty U.S. common stocks such as technology and real estate; large company U.S. common stocks; small company U.S. common stocks; foreign stocks (including emerging markets); and commodities (including precious metals such as gold and silver).In general, when BOS recommends the purchase of securities, they recommend purchases of managed portfolios, such as mutual funds, ETFs, fixed/variable annuities, and separately managed accounts of individual stocks or bonds (e.g., Breckinridge Capital Advisers, SNW Asset Management, Aperio Group). BOS may recommend alternative investments, such as limited partnerships, private placements and hedge funds, although they are not the predominant portion of BOS-managed client portfolios.
Principal
Prior
Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth & Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, the non-U.S. consumer credit card business, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 is headquartered in Charlotte, NC.
Professional
Prior
Founded in 1969, Morgan Stanley & Co. LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is the primary broker subsidiary of Morgan Stanley (NYSE: MS). They are a member of FINRA. Morgan Stanley & Co. provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.The firm's Sales & Trading division offers cash and electronic trading platforms where Morgan Stanley acts as principal (including as a market maker) and agent in executing transactions globally in equity and equity-related products. These products include equity swaps, options, warrants and futures overlying individual securities, indices and baskets of securities and other equity-related products. Morgan Stanley's Institutional Equity division is a global leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Their Fixed Income team deals in a diverse range of products including interest rate and currency products, credit products, derivatives and commodities.
Professional
Prior
American Century Investment Management (ACIM) offers investment strategies including: US growth equity, US value equity, non-US equity, disciplined equity, fixed income (US and non-US), and asset allocation. ACIM's US Growth Equity portfolios seek long-term capital growth by investing primarily in common stocks of companies that ACIM believes will increase in value over time, targeting companies with accelerating earnings, revenues and/or cash flow. Portfolios generally invest in US stocks, but some may invest in the securities of foreign companies, including including emerging markets. ACIM's similar strategy, Disciplined Equity, employs a quantitative investment strategy that includes portfolio optimization. The firm's Value Equity portfolios seek long-term capital growth, with income as a secondary objective. ACIM targets stocks of companies they believe are undervalued or temporarily out-of-favor in the market. They seek to hold each stock until it has returned to favor in the market and the price has increased to or surpassed ACIM's estimate of the company's fair value.ACIM's Non-US Equity portfolios, typically invest in equity securities of companies located in foreign developed countries, but some portfolios are more concentrated in emerging market countries. Portfolios may pursue growth or value strategies.ACIM's Fixed Income portfolios seek income and/or capital preservation and employ both of top-down and bottom-up analysis. Investments include investment grade and/or non-investment grade debt securities payable in US or foreign currencies including corporate bonds/notes, government securities, MBS/ABS and shorter-term debt securities. Investments may include options, futures contracts, options on futures contracts and swaps.ACIM's Asset Allocation portfolio seeks the highest total return consistent with its asset mix. Portfolios are diversified across equity, bonds and cash equivalents, and may invest in underlying American Century mutual funds.ACIM manages portfolios that are concentrated in certain sectors or security types, such as real estate, global gold, utilities and inflation-protected bonds.Clients may also invest in ACIM-managed mutual funds that are structured as multi-managed funds. Assets are allocated by ACIM or a third-party sub-advisor among sub-advisors unaffiliated with ACIM.
Professional
Prior
Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC).The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch.MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines.Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries.The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange.
Professional
Prior
Wachovia Securities was the trade name of Wachovia's retail brokerage and institutional capital markets and investment banking subsidiaries. Following Wachovia's merge with Wells Fargo and Company on December 31, 2008, the retail brokerage became Wells Fargo Advisors on May 1, 2009 and the institutional capital markets and investment banking group became Wells Fargo Securities on July 6, 2009.

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