Boris Shabovta brings seven years of experience supporting the financial needs of a diverse client base. As a Wealth Management Analyst, he applies a comprehensive, detail‑oriented approach to assisting advisory teams, ensuring smooth daily operations and consistently high‑quality client service. Dedicated to building long‑term relationships, Boris plays a key role in strengthening and maintaining meaningful client connections.
In his role, Boris partners closely with advisors to support the development and management of client relationships, contributing to both operational efficiency and the delivery of personalized financial strategies.
Originally from Samara, Russia, Boris is passionate about fitness and an active lifestyle. He enjoys soccer, skiing, and tennis, and has completed three marathons - including two Marine Corps Marathons in Washington, DC. - as well multiple half marathons across the country.