Born and raised in South Korea, Bo traveled to Reno when he was 17. This experience pushed him to attend college in the U.S. He earned a B.S. and an M.S. in finance from the University of Nevada, Reno.
Bo joined the American Wealth Management team in 2014. He started as a financial analyst and trader, and he now also manages the firm’s proprietary strategies to help improve protection of client investments.
Bo officially earned his CFA designation in 2022. He has actively served in the community as a member of the Korean-American Association of Reno since 2018. In addition to his full-time career, Bo teaches introductory finance to undergraduate students at UNR.
The Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures the competence and integrity of financial analysts. The CFA Program is a graduate-level self-study program that combines a broad-based curriculum of investment principles with professional conduct requirements. Candidates are required to pass three levels of examinations covering areas such as accounting, economics, ethics, money management and security analysis. Before a candidate is eligible to become a CFA charter holder, he/she must meet minimum experience requirements in the area of investment/financial practice. To enroll in the program a candidate must hold a bachelor’s degree.