Jeremy Bohne

MBA

Paceline Wealth Management

Financial Advisor & Founder

Contact Me

Jeremy Bohne

MBA

Paceline Wealth Management

Financial Advisor & Founder

Concierge-level service begins with understanding the financial situation of each client, and is delivered with professional-grade resources and investment skill. - Jeremy Bohne, MBA

Contact Me

617-440-7442

Website

Fee-Only financial planner located in Boston, MA, serving clients locally and across the country

Jeremy Bohne is a Boston, MA fee-only financial advisor serving clients locally and on a remote basis. Paceline Wealth Management provides comprehensive financial planning, retirement planning, and portfolio management to help tech executives, biotech and pharma executives, and physicians grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Paceline does not accept sales commussions and does not sell financial products. 

Jeremy Bohne is the Principal and Founder of Paceline Wealth Management.  This firm was founded on the principle that people preparing to achieve life goals need fair and objective investment advice from someone with direct experience as a professional investor, and a demonstrated commitment to upholding ethical standards.

Jeremy has broad-based experience in the financial services sector encompassing investment management, management consulting, and insurance.  Prior to founding Paceline Wealth Management, Jeremy was Vice President of Global Corporate Credit at Brookfield Asset Management and an Associate Director at Sun Life Investment Management where he was responsible for making investment decisions for portfolios with up to $4 billion in assets under management.

His experience as an investment analyst spans several asset classes, including corporate bonds, high yield bonds, and municipal bonds.  In this capacity, he has had responsibility for coverage of numerous sectors, including financial institutions, oil and gas, metals and mining, chemicals, healthcare, and gaming and lodging.

Jeremy has also developed strong knowledge of consumer financial products having worked in both the Property-Casualty and Life Insurance industries.

During college, Jeremy worked as a mediator and later as a manager of a consumer protection agency (Bentley Consumer Action Line) on behalf of the Massachusetts State Attorney General’s Office.

Jeremy earned a B.S. in Finance at Bentley University, and an MBA at Cornell University where he was a Roy H. Park Leadership Fellow.

Paceline Wealth Management helps technology executives, biotech and pharma executives, physicians, and those seeking financial planning services to achieve their financial goals or prepare for retirement. We specialize in managing clients’ investment portfolios, providing financial planning services, and helping clients manage their stock-based compensation.

Jeremy Bohne is the Principal of Paceline Wealth Management, and prior to founding Paceline he worked as an institutional investor where he was responsible for managing investment portfolios on behalf of mutual funds and insurance companies. Additionally, he has broad-based experience in the financial services sector including Property-Casualty Insurance, Life Insurance, and Management Consulting.

For more information, please visit www.pacelinewealth.com or Contact Us. Paceline Wealth Management, LLC is a registered investment advisor located in the Commonwealth of Massachusetts. Please view our important disclosures at: www.pacelinewealth.com/disclosure

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Employer Stock Options (ISO, NSO), Restricted Stock, and RSU - IPO, M&A, and Job Offer Negotiation
  • College Education Planning
  • Homebuying

Ideal Clients

  • Tech Professionals
  • Biotech and Pharma Professionals
  • Physicians and Healthcare Professionals
  • Retirees and Near Retirees

Working Together

  • Serving clients in the Boston area, and throughout the US on a remote basis
  • Virtual Meetings
  • In-Person Meetings
  • Clearly Defined Fees
  • No Product Sales, No Commissions

Professional Designations & Affiliations

  • XY Planning Network
    Jeremy Bohne is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Jeremy Bohne

617-440-7442

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Office Locations:

  • 50 Milk Street
    16th Floor
    Boston, MA 02110

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