As of 10:46am ET
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Boston Private Financial Holdings, Inc. engages in the business of wealth management. It operates through the following segments: Private Banking; Wealth Management; and Trust; Investment Management; and Wealth Advisory. The Private Banking segment provides services to high net worth individuals privately owned businesses, private partnerships and nonprofit organizations as well as provides financing support for housing, first-time homebuyers, economic development, social services, community revitalization and small businesses. The Wealth Management and Trust segment offers comprehensive wealth management solutions for high net worth individuals and families, including customized investment solutions, wealth planning, trust, and family office services. The Investment Management segment refers to the services given to serve the needs of pension funds, endowments, trusts, foundations and select institutions, mutual funds and high net worth individuals and their families throughout the United States (""U.S."") and abroad. The Wealth Advisory segment refers to planning-based financial strategies to high net worth individuals and their families, and non-profit institutions such as fee-only financial planning, tax planning, tax preparation, estate and insurance planning, retirement planning, charitable planning and intergenerational gifting and succession planning. The company was founded on September 2, 1987 and is headquartered in Boston, MA.
|Clayton G. Deutsch||President, Chief Executive Officer & Director|
|David J. Kaye||CFO, Treasurer, Chief Administrative Officer & EVP|
|Margaret W. Chambers||Secretary, Executive VP & General Counsel|
|Martha T. Higgins||Chief Human Resources Officer & Executive VP|
|Corey Anthony Griffin||Executive Vice President|