Let's move forward. Together.

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 a Certified Exit Planning Advisor (CEPA®) that can help business owners with all phases of their transition strategy and is also a UBS Institutional Consultant, able to provide the unique guidance required for sophisticated clients.

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

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 a Certified Exit Planning Advisor (CEPA®) that can help business owners with all phases of their transition strategy and is also a UBS Institutional Consultant, able to provide the unique guidance required for sophisticated clients, foundations and endowments.

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

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

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!

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

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 from the University of Michigan. She was also named a James B. Angell Scholar 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. 

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.

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.

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.

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.

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

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.

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.

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, vegan cooking and volunteering at Everglades Angels Dog Rescue.