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.

Start the planning conversation

The proof is in our numbers

$3 billion

Assets under management

14 person

seasoned team

Advisors on the team

Comprehensive wealth management

Because the success you’ve achieved over a lifetime represents more than money, our recommendations will always strive to help protect your family and the legacy you choose to leave behind.

At BV Group, our approach starts with a customized plan
We’ll talk about priorities and your personal definition of financial security, risk and growth. This information helps us a design a road map that looks beyond investing to pursue your goals across each area of your financial life. It helps us anticipate potential issues that can derail our strategy. A plan can turn overwhelming obstacles into manageable objectives.

We work alongside you and your tax and legal advisors to ensure your plan is tailored to your wishes and executed with efficiency, competence and transparency.

BV Group is dedicated to providing comprehensive wealth management advice to a select group of clients and their families. We can provide:

• Tailored investment strategies, sophisticated quantitative analysis, consolidated reporting and family education programs

• Global thought leadership with extensive corporate resources combined with dedicated service, accessibility and a proactive approach offers you the best of both worlds

Services for executives and business owners

To be a leader in business, it takes strategic vision and a disciplined process to reach your goals. BV Group applies the same approach to help executives and business owners enhance their company’s success, while also helping to ensure they receive the maximum benefit from the wealth they’ve created.

Navigating executive wealth
We’ve worked with many high-level decision-makers over the years who have relied on our experience in managing the fine points of various retirement plan benefits, executive stock options, deferred compensation plans and other executive compensation packages.

Adding value for your company and your shareholders

• Aligning your interests with those of the company and its shareholders

• Enhancing the value of the corporate benefit programs by ensuring executives understand, appreciate and maximize benefits and compensation plans

• Helping you incent and retain key executives with high-value benefit and compensation plans

As a member of the UBS Corporate Sponsored Financial Planning network, we understand the important role that executive compensation plans play into overall wealth strategy—particularly for senior executives who have more complex financial circumstances and rewards.

Planning insight for professional athletes

BV Group has been working with professional athletes for over two decades and with a former athlete on the team, we are aware of the challenges you may be facing. The spotlight is exhilarating but the consequences of success can be great—both personally and financially. How are you preparing for it?

Power your success with a well-thought-out plan
For baseball players and other professional athletes, there is no such thing as a “regular” income stream. Because your career window can be relatively short, you need the right advice to help you protect the success you’ve achieved. Our team has earned the trust and confidence of many renowned athletes for one reason: they value our honesty, our integrity and our persistence in getting the job done and getting it done well.

With more than two decades working with professional athletes, including 50 Major League Baseball players and over 30 former first-round draft picks as our clients, you can count on our experience and advice to help you set meaningful goals and make informed decisions.

Retiree case study: How can I bring order to my estate?

Structuring an estate plan to benefit your blended family and charity

Our 75-year-old client was experiencing complete financial disorganization. He was in a second marriage with two sets of children. He had also had significant philanthropic endeavors. But he had no cohesive estate plan that addressed all his priorities and accumulated wealth. Because of our team’s ability for bringing focus and clarity to complex and sophisticated estate plans, he was referred to us for help in putting his personal and financial life in order.

Together we found an answer
We served as “financial quarterback” for our client to align all of his needs, including:

Creating an estate planning strategy to support his long-term goals and the success of the family and foundation
Coordinating with our philanthropic consultant who brought his “blended” family together on the issues
Introducing a charitable foundation to which he could leave the bulk of his assets and reduce estate taxes
Building a collaborative team of specialists—estate planning attorney, insurance agent, trust officer to advise him on all aspects of estate planning

The future
We eliminated estate taxes while providing a plan that will continue on—even after our client’s passing. Our investment plan provides consistent returns with less risk.

In terms of his stress about the future, we continue to serve as our client’s sounding board for concerns and many of his life questions. He truly trusts our advice about putting challenges in perspective and adapting to change without worry.

Executive/business owner case study: How do I fund my next venture?

Transitioning from the sale of a business into a new life

Client challenge
Our client, the founder and CEO of his company, wanted to build an investment and family corporate structure to maximize his wealth and minimize income and estate taxes. Selling his business was the first step. But post-sale, he was not sure if he would have enough “conservative” assets to fund his future as well as the necessary “risk” assets to invest in new deals.

Together we found an answer
He was referred to us by his CPA and attorney. This was a collaborative effort that we organized into stages:

Presale corporate structuring. We proposed a GRAT—Grantor Retained Annuity Trust and a private family foundation.
Post-sale tax planning. We proposed a combination of a fixed- and variable-rate securities backed loan to pay for a portion of the capital gains tax bill from the sale.
Post-sale estate planning. Our planning group reviewed his complex estate plan and made recommendations.
Post-sale investment structuring. We proposed tax-free municipal bonds, ETFs and stocks. He was new to significant wealth so we invested slowly over a 12- to 18-month period.
Ongoing investment management and monitoring. Over time, we introduced new opportunities from private equity to real estate. We continue to provide performance, income and risk vs. reward guidance.

The future
Our coordinated planning helped him save on taxes and realize his charitable dreams and interests through his family foundation. We’ve simplified his corporate structure and trust documents so that he and his family fully understand their finances. Finally, he has a foundation of conservative investments, insurance coverage, asset protection from creditors and enough to invest in new private companies that look attractive to him.

Case study: Professional athlete

Helping professional athletes create a lifelong wealth plan

Client challenge
Our client, a professional baseball player, had enjoyed a “celebrity lifestyle” for many years and was on the back end of a guaranteed contract. He had nagging concerns about the future that needed attention, but he was surrounded by people who were not effectively helping him. He had no cohesive plan, had not saved enough for the future and was destined to run out of money at a very early age. In essence, he did not have the right team in place to address the real problems—lack of planning, overspending and incomplete advice.

Together we found an answer
Through education and transparent conversations, our team helped him:

Clarify and prioritize goals
Build a collaborative team to advise him on all aspects of his financial life. In addition to our team, we included a CPA, real estate specialist to assess holdings, a lender to consolidate debt and business manager to track spending

Giving up control was an important concern for our client. But we involved him every step of the way. Together, we created a detailed plan of action—a “road map for success”—for the next 24 months.

Our plan covered:

Savings. Save 35% of his salary over the next three years.
Homes. Sell two homes immediately. Hold third home until market improved.
Debt. Pay down loan on primary residence and then refinance at a lower rate.
Spending. Sell two cars, boat, reduce family spending over two years.

The future
Our plan was successful. Our client is now “set” for life, and can also help other family members and give back to the community. Without the financial stress and weight on his shoulders, our client’s performance on the field improved. He is our client for life and continues to refer us to his contacts—teammates, attorneys and business management professionals.

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.

Michael Bober, CFP, CIMA, CEPA

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- 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, 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.
- 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
Ed Ventrice, CFP, CIMA, CEPA

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- 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, 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 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
Michael MacDonald, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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, 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.
- CERTIFIED FINANCIAL PLANNER™
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
William Stuart Marino, CFP, AWMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- 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, 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.
- Accredited Asset Management Specialist
- CERTIFIED FINANCIAL PLANNER™
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
Alex Santos, CFP®, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MD
- ME
- MI
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TN
- TX
- VA
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, 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.
- Athletes & Entertainers Consultant
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
Sarah Ponczek, CFP® , CIMA®

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- MD
- MI
- NH
- NJ
- NM
- NV
- NY
- OH
- 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, 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

Lillian Chen

Client Associate Senior
View bio
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 Leo

Client Associate Senior
View bio
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
Veronica Martinez

Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- MI
- MO
- NC
- NH
- NJ
- NM
- NY
- OH
- 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

Client Associate
View bio
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 R. Gordon, AWMA™

Wealth Strategy Associate
View bio
- CA
- FL
- GA
- MA
- NY
- TN
- TX
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
Evan Blake, CFA

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- 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

Andrew Item, CIMA, CAIA

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- 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
Christine Sloboth

Team Administrator
View bio
- 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

Michael Bober, CFP, CIMA, CEPA

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- 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, 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.
- 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
Ed Ventrice, CFP, CIMA, CEPA

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- 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, 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 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
Michael MacDonald, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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, 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.
- CERTIFIED FINANCIAL PLANNER™
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
William Stuart Marino, CFP, AWMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- 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, 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.
- Accredited Asset Management Specialist
- CERTIFIED FINANCIAL PLANNER™
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
Alex Santos, CFP®, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MD
- ME
- MI
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TN
- TX
- VA
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, 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.
- Athletes & Entertainers Consultant
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
Sarah Ponczek, CFP® , CIMA®

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- MD
- MI
- NH
- NJ
- NM
- NV
- NY
- OH
- 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, 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
Lillian Chen

Client Associate Senior
View bio
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 Leo

Client Associate Senior
View bio
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
Veronica Martinez

Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- MI
- MO
- NC
- NH
- NJ
- NM
- NY
- OH
- 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

Client Associate
View bio
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 R. Gordon, AWMA™

Wealth Strategy Associate
View bio
- CA
- FL
- GA
- MA
- NY
- TN
- TX
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
Evan Blake, CFA

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- 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
Andrew Item, CIMA, CAIA

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- 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
Christine Sloboth

Team Administrator
View bio
- 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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Planning insight for professional athletes

Retiree case study: How can I bring order to my estate?

Executive/business owner case study: How do I fund my next venture?

Case study: Professional athlete

Michael Bober and Ed Ventrice are recognized industry leaders

Michael Bober, CFP, CIMA, CEPA

Ed Ventrice, CFP, CIMA, CEPA

Michael MacDonald, CFP

William Stuart Marino, CFP, AWMA

Alex Santos, CFP®, CEPA

Sarah Ponczek, CFP® , CIMA®

Lillian Chen

Lucy Leo

Veronica Martinez

Christal D. Starcher

Amanda R. Gordon, AWMA™

Evan Blake, CFA

Andrew Item, CIMA, CAIA

Christine Sloboth