Five Star award winner Jeremy Bohne

PROFESSIONAL PROFILE

Contact Me

Jeremy Bohne

Financial Advisor & Founder

Paceline Wealth Management

50 Milk Street, Floor 16

Boston, MA 02110

Office: 617-440-7442

jbohne@pacelinewealth.com
www.pacelinewealth.com

Professional Approach

Jeremy Bohne is a Financial Advisor and the Founder of Paceline Wealth Management. Paceline's foundation is built on the principle that those seeking financial advice should work with an advisor who has direct experience as a professional investor, operating exclusively in a fiduciary capacity, free from product sales.

Paceline stands out with expertise in two core areas: assisting executives in turning their employer stock options and RSUs into lasting wealth, and working with all clients to develop a personalized financial plan and retirement income strategy.

Successfully managing employer stock requires carefully balancing considerations for reducing taxes, selling at an attractive price, and managing liquidity. Too often, when people do not get the help they need, they focus on one of these factors while producing unintended consequences for the other two, or all three. We don’t let that happen.

Many of our clients come from the tech and biotech sectors, and we have a deep understanding of the distinct characteristics of employer stock granted by private equity and venture-backed firms, as well as public companies.

Paceline guides private company executives through preparing for a successful exit, whether through an IPO or M&A. For those at public companies, we craft personalized strategies to monetize employer stock on an opportunistic, tax-efficient basis.

When clients consider new opportunities, we assist in evaluating and negotiating the stock component of job offers and understanding the implications of leaving their current firm.

All clients benefit from our thoughtful, risk-conscious retirement planning approach, drawing on Jeremy’s prior experience managing billion-dollar mutual fund and insurance company portfolios. Our goal is to help each client develop a reliable stream of retirement income for a fulfilling retirement.

Jeremy also shares his knowledge through educational seminars on financial planning and stock-based compensation. His insights are featured in leading news publications, including Bloomberg, Forbes, Fortune, USA Today, Yahoo Finance, Money Magazine, Financial Planning, and Wealth Management.

Jeremy holds a B.S. in Finance from Bentley University and an MBA in Finance from Cornell University, where he was a Roy H. Park Leadership fellow.

See Accomplishments

This award was issued on 02/01/2025 by Five Star Professional (FSP) for the time period 04/10/2024 through 10/31/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4671 Boston-area wealth managers were considered for the award; 528 (11 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 4,421, 580, 13%, 2/1/24, 4/10/23 - 10/31/23; 2023: 3,923, 578, 15%, 2/1/23, 5/23/22 - 1/6/23; 2022: 4090, 513, 13%, 2/1/22, 5/24/21 - 11/19/21; 2021: 4069, 480, 12%, 2/1/21, 5/25/20 - 11/30/20; 2020: 3580, 463, 13%, 2/1/20, 4/1/19 - 12/13/19; 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.