Lynne L. Anicete

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

Lynne L. Anicete

Lynne L. Anicete

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

Overview
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Principal & Portfolio Manager at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

Chief Executive Officer-Corporate Client Banking at Boston Private Bank & Trust Co.

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Founder at Bingham, Osborn & Scarborough LLC

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

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Managing Principal at Bingham, Osborn & Scarborough LLC

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

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Partner/Principal at Bingham, Osborn & Scarborough LLC

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Director of Financial Planning at Bingham, Osborn & Scarborough LLC

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Marketing Coordinator at Bingham, Osborn & Scarborough LLC

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Principal at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

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Lynne L. Anicete
Administrative Receptionist & Office Coordinator for Silicon Valley at Bingham, Osborn & Scarborough LLC
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.