Barbara Case, AGT - Moors & Cabot Inc

Paceline Wealth Management, based in Boston, MA, specializes in providing tailored financial advice and investment management services to tech and biotech executives, as well as physicians. The firm is committed to helping clients navigate complex financial decisions with a combination of concierge-level service and professional-grade resources. Founded by Jeremy Bohne, a Cornell MBA with extensive experience in comprehensive financial planning and institutional investing, Paceline operates on a fiduciary basis, ensuring that clients' best interests are prioritized at all times. With a transparent, commission-free fee structure, clients can trust that their accounts are managed with integrity and expertise. Generated from the website