Paceline Wealth Management, LLC Employee Directory

Q: What is Paceline Wealth Management, LLC known for?

Paceline Wealth Management, LLC was founded in 2017. Paceline Wealth Management, LLC operates in the Investment Management industry.

Investment ManagementMassachusetts, United States0-1 Employees

Paceline Wealth Management is an investment advisor serving the Boston area that works with technology professionals and executives, entrepreneurs, and those seeking financial planning services to achieve their financial goals or prepare for retirement. We specialize in managing clients’ investment portfolios, providing financial planning services, and helping clients manage their stock-based compensation. In addition, as a founder-led wealth management firm, we have first-hand experience understanding the dynamic financial needs of entrepreneurs.    

Jeremy Bohne is the Principal of Paceline Wealth Management, and prior to founding Paceline he worked as an institutional investor where he was responsible for managing investment portfolios on behalf of mutual funds and insurance companies. Additionally, he has broad-based experience in the financial services sector including Property-Casualty Insurance, Life Insurance, and Management Consulting.

For more information, please visit www.pacelinewealth.com or Contact Us.

Paceline Wealth Management, LLC is a registered investment advisor located in the Commonwealth of Massachusetts. Please view our important disclosures at: www.pacelinewealth.com/disclosures

Find Paceline Wealth Management, LLC employees' phone numbers or email addresses

Paceline Wealth Management, LLC Global Highlights

North America
1

United States Of America
1

Paceline Wealth Management, LLC's Leadership

J. B.
Financial Advisor | Founder
Mobile Phone
Email

Contact profiles from Paceline Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

J. B.
Financial Advisor | Founder
Mobile Phone
Email
United StatesMassachusetts
Nov 10, 2025

Frequently Asked Questions

What is Paceline Wealth Management, LLC known for?

Paceline Wealth Management, LLC was founded in 2017 operates in the Investment Management industry. The company's main headquarters is located in 50 Milk Street, 16th Floor. Explore Paceline Wealth Management, LLC's company overview page for more information.

What is Paceline Wealth Management, LLC's most common email format?

Paceline Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Paceline Wealth Management, LLC email formats with LeadIQ.

How many employees does Paceline Wealth Management, LLC have currently?

Paceline Wealth Management, LLC has approximately 1 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Paceline Wealth Management, LLC's key employees and leadership?

As of December 2025, Paceline Wealth Management, LLC's key employees include:

Financial Advisor | Founder: J. B.

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