Barbara Anne Ziontz

Finance

Consumer Services

Profile

Ms. Barbara A.
Ziontz is a Wealth Manager at Bingham, Osborn & Scarborough LLC.
Her expertise includes the design and management of investment portfolios for clients, historical analysis of investment market behavior and mutual fund return.
She has particular expertise in insurance related products.
She provides comprehensive financial advice and investment management to clients.
Ms. Ziontz received her BS degree in Economics from Southern Connecticut State University.

Former positions of Barbara Anne Ziontz

Companies	Position	End
Bingham, Osborn & Scarborough LLC Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name.	Analyst-Equity	2021-01-18

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Training of Barbara Anne Ziontz

Southern Connecticut State University

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Linked companies

Private companies	1
Bingham, Osborn & Scarborough LLC Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name.	Finance