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Bomy M. Hagopian, CFA

Bomy M. Hagopian, CFA

Partner
San Francisco, CA

Bomy co-leads Berkshire’s Wealth Management and Real Estate practices.

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 spent a number of years spearheading Berkshire’s London office and is also involved in the firm’s APAC coverage initiative. 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:
Wealth Enhancement Group / QCI Asset Management (2021)
CI Financial / Portola Partners (2021)
Bravura / Venturi Wealth Management (2021)
Sanctuary Wealth / InnoVise Family Wealth Advisors (2021)
Wealth Enhancement Group / Pillar Pacific Capital Management (2021)
iM Global Partner / Litman Gregory (2021)
Petershill (Goldman Sachs) / Westbrook (2018)
Management, Kudu / B|O|S (2018)
CITIC Capital / Stockbridge Capital Group (2017)
Manning & Napier / Rainier Investment Management (2015)
Management / Pradera (2015)
NorthStar Realty Finance / Aerium (2014)
BlackRock / MGPA (2013)
National Australia Bank / Altrinsic Global Advisors (2011)
Nexar Capital Group / Ermitage (2011)
National Australia Bank / AREA Property Partners (2011)
Affiliated Managers Group / Harding Loevner (2008)
Savills plc / Granite Advisors (2007)

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

CFA charterholder and is a member of the CFA Institute