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Bomy M. Hagopian, CFA

Bomy M. Hagopian, CFA

Partner
San Francisco, CA

Bomy co-leads Berkshire’s Wealth Management practice.

Bomy joined Berkshire in 2003 and has over 18 years of industry experience. She opened the firm’s San Francisco office in 2014 and leads the firm’s coverage of the Western region. Bomy is an active partner on the Wealth Management Advisory team. She also spent a number of years spearheading Berkshire’s London office in the past. During her tenure at Berkshire, Bomy has advised on a wide range of M&A transactions in the wealth management, real estate/alternative investment management and institutional/mutual fund investment management sectors.

Notable Transaction Experience:
First Trust / Veriti Management LLC (2022)
CI Financial / Galapagos Partners (2022)
Colliers International / Rockwood Capital (2022)
CI Financial / Columbia Pacific Wealth Management (2021)
CI Financial / Columbia Pacific Advisors (2021)
Callodine Group / Thorofare Capital (2021)
Hightower / 6 Meridian (2021)
Cerity Partners / Bingham, Osborn & Scarborough (2021)
Mariner Wealth Advisors / Savant Investment Group (2021)
Bravura Capital / Venturi Private Wealth (2021)
PGIM Investments (Prudential) / Green Harvest Asset Management (2021)
Wealth Enhancement Group / QCI Asset Management (2021)
Sanctuary Wealth / InnoVise Family Wealth Advisors (2021)
CI Financial / Portola Partners (2021)
Wealth Enhancement Group / Pillar Pacific Capital Management (2021)
iM Global Partner / Litman Gregory (2021)
Petershill (Goldman Sachs) / Westbrook (2018)
Management, Kudu / Bingham, Osborn & Scarborough (2018)
CITIC Capital / Stockbridge Capital Group (2017)

Education & Affiliations:
Harvard University, cum laude, BA in Economics

CFA charterholder and is a member of the CFA Institute