Tierney Bosset, CFP, MBA

Investor Relations SPecialist | Operations Specialist

Tierney Bosset (formerly McClenahan) joined SaratogaRIM in 2019. As a member of the operations team, she shares responsibilities in maintaining account management, portfolio accounting, data reconciliation and client requests. As a member of the investor relations team, she assists Mark McClenahan with cultivating SaratogaRIM’s affiliations with advisors, consultants, and family offices.

Professional Experience & Designations

• Certified Financial Planner (CFP)

Education

• California Lutheran University

  • M.B.A. Financial Planning

• University of California, Santa Barbara

  • B.A. Statistical Science

Fun Facts

• Played soccer at UCSB