Notable Transaction Experience:
Education & Affiliations:
Harvard University, cum laude, BA in Economics
CFA charterholder and member of the CFA Institute
Bomy is head of Berkshire’s Wealth Management practice.
Bomy joined Berkshire in 2003 and has more than 20 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.
Harvard University, cum laude, BA in Economics
CFA charterholder and member of the CFA Institute