Experience

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. Beyond his professional life, Jeremy actively contributes to the Medfield, MA community, where he resides with his family, as a member of the Medfield Employers and Merchants Organization (MEMO). In his spare time, Jeremy enjoys biking, hiking, and quality time with loved ones.

As a thought leader in personal finance topics, Jeremy is frequently quoted in the press, including:

GoBankingRates: 6 Money Secrets of Wealthy Baby Boomers

Bloomberg: Top Tax Mistakes to Avoid If You Make More Than $100,000

US News & World Report: What to Know About the Instacart IPO

GoBankingRates: Want To Retire Early? These Are the 3 Magic Numbers — None of Them Are $1 Million

Financial Planning: Ask an advisor: How should I invest if interest rates come down?

GoBankingRates: Nearly Half of 401(k) Investors Don’t Know What They’re Invested In — Why That’s Both Bad and Good

Yahoo! Finance: Social Security Cuts Are on the Table: 5 Expenses Retirees Spend the Most Money On

Yahoo! Finance: Experts Reveal the Smartest Moves Retirees Can Make With Their Money

Financial Planning: When is real estate an investment?

The Penny Hoarder: Cash Is King Again: High Interest Rates Make Safe Investments More Attractive

BankingDive: Connecticut fintech launches small business credit card