Wealth planning for each generation

Private Wealth Management

Whether you are looking to build a solid plan around your retirement and legacy goals, maximize your earnings or increase value in your company, BV Group can provide the clarity, discipline and financial insight you need to tackle your most complex wealth challenges.

As former practicing CPAs and seasoned Private Wealth Advisors, we have worked closely with sophisticated families, senior executives and professional athletes for over three decades. Our experienced team of Certified Financial Planner™ professionals, Certified Investment Management Analysts®, Certified Exit Planning Advisors®, Chartered Financial Analysts®, and Athlete and Entertainer Consultants, offers financial planning and accounting, wealth creation and preservation strategies in every type of market environment.

We have the hands-on experience, specialized skill set and dedicated resources to deliver the right opportunities for helping to grow and protect your financial success, and it all starts with a conversation.

The proof is in our numbers

$3 billion

Assets under management

14 person

seasoned team


Michael Bober and Ed Ventrice are recognized industry leaders

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

  • M Bober

    Michael Bober, CFP, CIMA, CEPA

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WI

    Michael is a founding member of BV Group with three decades experience in wealth management services, supporting the needs of Corporate Executives, Business Owners, High Net Worth Individuals, Multi-Generational Families and Professional Athletes.

    He earned his B.S. from Rutgers University and holds the Certified Financial Planner (CFP®) designation by the Certified Financial Planner Board of Standards Inc. He received the Certified Investment Management Analyst (CIMA®) designation from the Investment & Wealth Institute through coursework at the Wharton School of Business, University of Pennsylvania. Mike is also a Certified Exit Planning Advisor (CEPA®) and frequently helps business owners with all phases of their transition strategy.

    Before becoming an investment advisor, Michael was a Certified Public Accountant with a National Accounting firm. He has the experience and credentials that build confidence.

    Mike and his wife reside in Boca Raton, FL and in their free time enjoy travel, fitness, food, wine and trying to keep up with their three daughters. He is also actively involved with various charities in South Florida.

     

    California Insurance License#: 0B54172

     

    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Private Wealth Advisor
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Exit Planning Advisor
      • Certified Investment Management Analyst®
      • Athletes & Entertainers Consultant
      1800 North Military Trail
      Suite 300
      Boca Raton, FL 33431
    • Etrice

      Ed Ventrice, CFP, CIMA, CEPA

      Managing Director–Wealth Management

      Private Wealth Advisor

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MO
      • MS
      • MT
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • WI

      Ed is a founding member of BV Group with three decades experience in wealth management services, supporting the needs of Corporate Executives, Business Owners, High Net Worth Individuals, Multi-Generational Families and Professional Athletes.

      He holds the Certified Financial Planner (CFP®) designation and the Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consulting Association through Wharton School of Business, University of Pennsylvania. Ed is also a Certified Exit Planning Advisor (CEPA®) and frequently helps business owners with all phases of their transition strategy.

      Ed graduated from the University of Florida with a Bachelor of Science in Accounting. Before becoming an investment advisor, Ed was a Certified Public Accountant with a National Accounting firm. He has the experience and credentials that build confidence.

      Eddie and Elyse reside in Boca Raton, Florida with their 5 children. In their free time, they enjoy fitness, biking, tennis, travel and cooking. Ed is actively involved with various boards and several charities.

       

      California Insurance License#: 0B59531

      • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022, 2023
        The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
      • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • University of Florida, Bachelor of Science, Accounting
      • Private Wealth Advisor
      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      1800 North Military Trail
      Suite 300
      Boca Raton, FL 33431
    • Macdonal

      Michael MacDonald, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • IL
      • IN
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MO
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • WI

      Michael MacDonald has been part of the BV Group for more than 22 years. In his previous career, he established and directed the West Coast office of his family’s transportation company that was sold to a Fortune 100 company. After the sale, he began to manage his family’s wealth and turned it into a career. Mike holds the Certified Financial Planner (CFP®) designation by the Certified Financial Planner Board of Standards Inc. and earned his B.S. in Business Administration from Arizona State University. He is married and has three sons. His hobbies include fishing, biking and fitness.

       

      California Insurance License#: 0E52843

      • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • CERTIFIED FINANCIAL PLANNER™
        1800 North Military Trail
        Suite 300
        Boca Raton, FL 33431
      • W Marino

        William Stuart Marino, CFP, AWMA

        Senior Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • FL
        • IL
        • IN
        • KY
        • MA
        • MD
        • MI
        • MT
        • NC
        • NJ
        • NY
        • OH
        • OR
        • PA
        • SC
        • TX
        • VA
        • WA

        Billy is a Financial Advisor with 16 years of industry experience, initially joining UBS Financial Services Inc. as a Wealth Planning Associate and transitioning to BV Group as a Financial Advisor in 2018, after careers at both Lehman Brothers and RBS Greenwich Capital. Billy enjoys working with clients on financial goal analysis, planning, and all aspects of wealth management. He holds the Certified Financial Planner (CFP®) designation as well as the Accredited Wealth Management Advisor® designation.  He is a graduate of Williams College in Williamstown, MA where he played Lacrosse, Squash and Soccer but remains very active in his alumni Palm Beach chapter.

        Billy is a proud member of the Rotary Club Downtown Boca Raton, a Trustee with the Boca Raton Chamber of Commerce, serves on the board of the Peter Blum Family YMCA of Boca Raton, and is a Selection Committee Member for the George Snow Scholarship Fund.

        He resides in Boca Raton, FL with his wife and two children and loves to fish in his almost non-existent free time!

        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          • Accredited Asset Management Specialist
          • CERTIFIED FINANCIAL PLANNER™
          1800 North Military Trail
          Suite 300
          Boca Raton, FL 33431
        • Santos

          Alex Santos, CFP®, CEPA

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • FL
          • GA
          • IL
          • IN
          • KS
          • LA
          • MD
          • ME
          • MI
          • MS
          • NJ
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • SC
          • TX
          • VA
          • WA

          Alex began his career in financial services in 1999 working for Campbell Williams Inc., a boutique advisory firm in Miami, FL. A seasoned professional, he draws upon 20+ years of experience helping institutional retirement plans, corporate executives, high net worth investors, and professional athletes by delivering advice and solutions to help them achieve their financial goals. In 2013, Alex joined BV Group, partnering with Michael Bober and Ed Ventrice to help clients clearly define investment objectives and implement appropriate solutions by remaining informative, accessible, independent and transparent in each interaction. Alex embraces a planning-based approach that begins with the creation and continual monitoring of a financial plan that serves as a road map, which informs every solution.  He bases each of his relationships on four pillars of wealth management—lifestyle management, risk management, liability management and asset management. 

          Alex graduated Cum Laude from the University of Miami in Coral Gables, FL with a BBA. in finance, also a member of Iron Arrow Honor Society, the highest attainable honor at the University of Miami. Alex is a Certified Financial Planner and also earned the Certified Exit Planning Analyst designation.

          An All-American collegiate athlete both academically and athletically, Alex was inducted into the University of Miami Sports Hall of Fame in 2010 and is the winning pitcher of the 1999 University of Miami College World Series National Championship team. He enjoyed an 8 year professional career with the Tampa Bay Rays and Oakland Athletics within their minor league organizations.

          Alex lives in Tampa, FL, with his wife, Ana, and their 3 children, Sol Marina, Kieran Leo, and Thiago Xandre. Alex serves on the board of Vita Nova, a non-profit that helps children in foster care transition into adulthood by providing housing and life skills coaching. Alex is multilingual, fluent in Portuguese and Spanish.

          CA Ins Lic#: 0I26833


           

           

          • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
          • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
          • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            • Athletes & Entertainers Consultant
            1800 North Military Trail
            Suite 300
            Boca Raton, FL 33431
          • Sarah Ponczek

            Sarah Ponczek, CFP® , CIMA®

            Vice President–Wealth Management

            Financial Advisor

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            • CA
            • CO
            • CT
            • FL
            • GA
            • IL
            • IN
            • MD
            • MI
            • NC
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • PA
            • TN
            • TX

             

            Sarah joined BV Group with a wealth of experience from Bloomberg, where she analyzed and reported on financial markets for Bloomberg News, TV and Radio.  In addition, she hosted a weekly podcast called “What Goes Up” and acted as fill-in anchor for Bloomberg TV and Radio. Sarah holds the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute through Wharton School of Business, University of Pennsylvania, and enjoys working with clients on investment and portfolio analysis.

             Sarah graduated with high distinction from the University of Michigan. She was also named a James B. Angell Scholar for high achievement and inducted into the Honor Society of Phi Kappa Phi. Now, Sarah appears frequently on Bloomberg, CNBC and Fox Business to discuss capital markets and investing. She’s also been featured in Barron’s. Sarah is involved with the Junior Achievement of South Florida’s Circle of Wise Women and Impact 100 Palm Beach County. She is a Trustee with the Boca Raton Chamber of Commerce and a member of All Bar None at UBS, an internal organization dedicated to promoting professional advancement of women. In Sarah's free time she enjoys exploring South Florida and spending time with family, friends and her goldendoodle. 

             

            • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
            • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
            • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            • University of Michigan, Ann Arbor, MI with a B.A.in Communication Studies and Political Science minor. She was also named a James B. Angell Scholar for high achievement and was inducted into the Honor Society of Phi Kappa Phi.
            • Certified Investment Management Analyst®
            • CERTIFIED FINANCIAL PLANNER™
            1800 North Military Trail
            Suite 300
            Boca Raton, FL 33431
          • Chen

            Lillian Chen

            Senior Client Associate

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              Lillian handles Client Service and Operational Management functions for the BV Group. She has been a part of the team for over 16 years and has more than 30 years of industry experience, including 7 years spent working in financial firms on Wall Street. Lillian, a Mets fan, enjoys frequenting Disney with her husband and their two children.

                    1800 North Military Trail
                    Suite 300
                    Boca Raton, FL 33431
                  • Lucy Headshot Bw

                    Lucy Leo

                    Senior Client Associate

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                      Lucy is a Senior Client Associate that joined BV Group in 2023 with over 20 years of industry experience. She provides a client centric mentality, focusing her time on the teams  administration needs, operational excellence and relationship management. Lucy is extremely well-versed and works diligently to supply a distinctive approach to each individual experience.

                       
                      A New York native from Long Island, Lucy joined UBS in 1990 working closely with a Research Analyst team. She moved to Florida in 1999 and transitioned to working on the Wealth Management division within UBS as a Client Service Associate. Prior to UBS, Lucy worked for the non-profit organization, Columbus Citizens Foundation, working on the organization and execution of the foundation's annual New York Columbus day parade. Lucy has two adult children and on her free time enjoys cooking, gardening and spending time with her family.

                            1800 North Military Trail
                            Suite 300
                            Boca Raton, FL 33431
                          • Martinez

                            Veronica Martinez

                            Client Associate

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                            • AZ
                            • CA
                            • CO
                            • CT
                            • FL
                            • GA
                            • IL
                            • IN
                            • LA
                            • MA
                            • MD
                            • MI
                            • MO
                            • MS
                            • NC
                            • NH
                            • NJ
                            • NM
                            • NY
                            • OH
                            • OK
                            • PA
                            • SC
                            • TN
                            • TX
                            • VA

                            Veronica joined BV Group in 2018 as a Registered Client Associate. She enjoys working with clients and brings over 8 years financial, banking and service delivery experience to our team. Veronica holds her General Securities Representative license (Series 7) and graduated Magna Cum Laude with a Bachelor of Arts from Florida Atlantic University. Veronica's hobbies include reading, travel and spending time with her friends and family.

                                  1800 North Military Trail
                                  Suite 300
                                  Boca Raton, FL 33431
                                • Christal D. Starcher

                                  Christal D. Starcher

                                  Senior Client Associate

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                                    Christal joined BV Group in January 2014 as a Client Service Associate. Before joining our team she had worked for Morgan Stanley for 6 years and has been in the industry for 8 years. She provides support with the maintenance and operational needs of client accounts. Christal spends her spare time with her husband and two children. She is passionate about travel and has visited most parts of the United States and numerous countries abroad.

                                          1800 North Military Trail
                                          Boca Raton, FL 33431
                                        • Amanda's Headshot

                                          Amanda R. Gordon, AWMA™

                                          Wealth Strategy Associate

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                                          • CA
                                          • FL
                                          • GA

                                          Amanda joined the BV group in January of 2023 as a Wealth Strategy Associate specializing in business development and marketing. She brings with her two years experience from UBS West Coast Private Wealth Management as a Wealth Planning Associate supporting advisors and their Ultra-High Net Worth clients as well as being a Wealth Strategy Associate focused on business development and financial planning.

                                          Fun Facts:

                                          • California native, traveler and adventurer
                                          • Foodie and aspiring baker
                                          • Fitness guru, snowboarder and wakeboarder
                                          • Loyola Marymount University graduate

                                            • Loyola Marymount University, Bachelors in Business Administration: Finance: 2017 - 2020
                                              1800 North Military Trail
                                              Suite 300
                                              Boca Raton, FL 33431
                                            • Blake

                                              Evan Blake, CFA

                                              Senior Wealth Strategy Associate

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                                              • AZ
                                              • CA
                                              • CO
                                              • CT
                                              • DC
                                              • FL
                                              • GA
                                              • IL
                                              • IN
                                              • KS
                                              • KY
                                              • LA
                                              • MA
                                              • MD
                                              • ME
                                              • MI
                                              • MO
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                                              • NC
                                              • NH
                                              • NJ
                                              • NM
                                              • NV
                                              • NY
                                              • OH
                                              • OK
                                              • OR
                                              • PA
                                              • RI
                                              • SC
                                              • TN
                                              • TX
                                              • VA

                                              Evan joined BV Group in 2018 and supports the team's investment management processes, including investment due diligence, asset allocation, portfolio construction, and portfolio review. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of South Florida. He is a graduate of Florida Atlantic University with a double major in Finance and Economics. Evan also has a General Securities Representative License (Series 7) and over 10 years of financial services industry experience.

                                              Evan is a Florida native and resides in Boynton Beach, FL with his wife and 2 daughters. His hobbies include spending time with his family, being an avid sports fan and participating in organized sports.

                                                  • Chartered Financial Analyst®
                                                  1800 North Military Trail
                                                  Suite 300
                                                  Boca Raton, FL 33431
                                                • Item

                                                  Andrew Item, CIMA, CAIA

                                                  Senior Wealth Strategy Associate

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                                                  • AL
                                                  • AZ
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                                                  • CO
                                                  • CT
                                                  • DC
                                                  • FL
                                                  • GA
                                                  • IL
                                                  • IN
                                                  • KS
                                                  • KY
                                                  • LA
                                                  • MA
                                                  • MD
                                                  • ME
                                                  • MI
                                                  • MO
                                                  • NC
                                                  • NH
                                                  • NJ
                                                  • NM
                                                  • NV
                                                  • NY
                                                  • OH
                                                  • OK
                                                  • OR
                                                  • PA
                                                  • RI
                                                  • SC
                                                  • TN
                                                  • TX
                                                  • UT
                                                  • VA

                                                  Andrew joined BV Group in 2018 and supports the team's investment management processes, including investment due diligence, asset allocation, portfolio construction, and portfolio review.

                                                  He is a University of Miami graduate with a double major in International Studies and Economics. Andrew received the Certified Investment Management Analyst (CIMA®) designation through the Investment & Wealth Institute through coursework at the Yale School of Management and also obtained the Chartered Alternative Investment Associate (CAIA) designation. 

                                                  Andrew has over 12 years industry experience and is fluent in both Italian and Spanish.

                                                   

                                                   

                                                      • Chartered Alternative Investment Analyst®
                                                      • Certified Investment Management Analyst®
                                                      1800 North Military Trail
                                                      Suite 300
                                                      Boca Raton, FL 33431
                                                    • Sloboth

                                                      Christine Sloboth

                                                      Team Administrator

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                                                      • FL

                                                      Christine joined BV Group in 2011, and is responsible for Team/Business Management, Change Management, Team Oversight, Marketing Initiatives, Project Management and Event Planning.

                                                      Prior to joining BV Group, Chris was in the financial payments industry for over 14 years, initially with First Data Resources in Omaha, NE, then transferring to the Florida division of Chase Merchant Services/Chase Paymentech.  Chris holds her General Securities Representative license (Series 7) and graduated with a B.S. in Finance from the University of Nebraska at Omaha.

                                                      Her hobbies include yoga, biking, vegetarian/vegan cooking and training her two rescue dogs.

                                                            1800 North Military Trail
                                                            Suite 300
                                                            Boca Raton, FL 33431

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