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

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Principal & Portfolio Manager at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

Executive Vice President, Chief Executive Officer, Corporate Client Group at Boston Private Financial Holdings, Inc.

Relationship likelihood: Strong

Founder at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Managing Principal at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Partner/Principal at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

Director of Financial Planning at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

Principal Emeritus at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

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 and 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, 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

ACIM uses a variety of methods of analysis and investment strategies in managing our clients' assets. These methods of analysis and strategies are generally designed for strategic, long-term investing. Most client portfolios managed by the firm pursue an investment strategy using an equity, fixed income, alternative or multi-asset approach. Equity Portfolios offer and manage a broad range of equity investment strategies. These strategies can be specific to an investment style, including growth, core and value, or may be designed to be style-neutral. In addition, ACIM manage strategies that are global/multinational or may be focused on particular geographic regions or a specific country. ACIM also invest in fixed income instruments across duration (from money market and short bond to intermediate to long bond) and credit (from investment grade to high yield) spectrums. Some approaches seek investment opportunities across various sectors, including government, securitized, corporate, bank loans and other floating rate debt, municipal and emerging markets debt, while others are limited to one or more of those sectors. They also manage global, multiregional and multicurrency approaches. Some active multi-asset portfolios include diversified exposure to a range of asset classes, while other portfolios are concentrated on specific sectors of the global capital markets. Active asset allocation decisions can be based on fundamental research, quantitative and/or technical analytical tools. ACIM also manages portfolios that are concentrated in certain sectors or security types, such as real estate, global gold, utilities, and inflation-protected bonds.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Lynne L. Anicete. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Lynne L. Anicete's profile does not indicate a business or promotional relationship of any kind between RelSci and Lynne L. Anicete.
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