Norm Boone
Advisory Board Member at Autonopia
Based in Oakland, United States
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Seniority
Director
Department
General Business & Management
Location
Oakland
Industry
Industrial Automation
Company size
1 to 10
Contact information
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n•••••••@autonopia.com
Phone
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Background
About Norm Boone
Norm was the founder and president of Mosaic Financial Partners, an independent wealth management firm, sold in 2018. In the wealth management world, Norm is considered a leader, an innovative thinker, and an author of "Developing an Investment Policy Statement: Guidelines and Templates" as well as numerous articles. Norm also founded, operated and later sold IPSAdvisorPro, a SaaS application directed at the wealth management profession. Norm is now finding ways to spend his time in impactful ways, in the non-profit and for-profit sectors. Angel investing through Keiretsu Forum and HBS Alumni Angels. Worldwide travel and golf continues to play important roles in his life.
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