Bonnie is Vice President of Compliance for Comvest Partners, and is responsible for the Firm’s compliance monitoring and oversight activities. She also serves as Comvest’s AML Compliance Officer, one of many client service and operations roles she has held during her tenure with the Firm.
Prior to joining Comvest, Bonnie was Operations Manager at ROTH Capital Partners, a full-service investment banking firm dedicated to the small-cap public market. Before that, she worked at UBS PaineWebber and other broker dealers.
*Employees of Operating Advisors Group, L.L.C. (“OAG”), a consulting firm owned by its employees and engaged to work on matters for Comvest. For further information, please refer to Part 2A of the Comvest Advisors, LLC Form ADV, available on the Investment Adviser Public Disclosure website.
*Executive Partners may have business or investment activities unrelated to Comvest. For further information regarding the relationship between Comvest Partners and Executive Partners, please refer to Part 2A of the Comvest Advisors, LLC Form ADV, available on the Investment Adviser Public Disclosure website.
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