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E-Mail Bo McWilliams

Bo McWilliams, Director, First Rate Consulting

Hugh (Bo) McWilliams joined First Rate in October 2006 as the Director of First Rate Consulting.  McWilliams is responsible for the management and oversight of First Rate product implementations for new clients, as well as development and delivery of custom solutions for existing clients.  Bo will be working collaboratively with First Rate clients to identify their needs and formulate solutions, in addition to making them aware of industry changes and business opportunities.

McWilliams has over 20 years experience as an Information Technology professional.   Before joining the First Rate family, he was the Director of Application Development at Crescent Real Estate Equities, Ltd.,

responsible for leading the application development, data warehouse and enterprise reporting groups.  Prior to Crescent, McWilliams was a partner at Portfolio Logic, Inc., responsible for product development, implementation and sales promotion of custom portfolio management back-office solutions for the broker-dealer and independent advisor market.  McWilliams also gained significant back-office systems development experience as the Director of Information Technology for H.D Vest, Inc., a Dallas based broker-dealer.

Bo received his Bachelor of Science degree from the University of Southern Mississippi in 1985 where he majored in Computer Science and minored in Accounting.  He is married with two children and enjoys competitive racquetball and golf.