Bo started his career in financial services in 2002 with Martin/Wight. From 2012-2021 Bo worked in the Private Bank/Trust arena helping high net worth families & Non-Profits build lasting portfolios to meet their needs and philanthropic missions. Bo rejoined Martin/Wight in 2021 as the Director of Investments. He helps build customized investment advisory portfolios for the firm’s clients to meet their stated goals, objectives within their stated risk tolerance. In addition, Bo also works with physician and dentist clients thought the country on comprehensive financial planning strategies.