Data as of Jan 26
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Boston Private Financial Holdings, Inc. is a financial services company, which provides private banking, wealth advisory and investment management services to the high net worth marketplace, selected businesses and institutions. The company operates its business through three segments: Private Banking, Investment Management and Wealth Advisory. The Private Banking segment has one affiliate, Boston Private Bank, a trust company chartered by the Commonwealth of Massachusetts and insured by the FDIC. The bank currently conducts business under the name of Boston Private Bank & Trust Co. in its New England, Southern California and Pacific Northwest markets. It engages in providing banking, commercial banking and a variety of other fiduciary services including investment management, advisory, and administrative services to high net worth individuals, their families, small and medium-sized businesses and professionals. The Investment Management segment has two consolidated affiliates: Dalton, Greiner, Hartman, Maher & Co. LLC and Anchor Capital Holdings LLC. It serves 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. The Wealth Advisory segment has three consolidated affiliates, including KLS Professional Advisors Group LLC, Bingham, Osborn & Scarborough LLC and Davidson Trust Co. The Wealth Advisors provides comprehensive, planning-based financial strategies to high net worth individuals and their families and non-profit institutions. It offers fee-only financial planning, tax planning and preparation, estate and insurance planning, retirement planning, charitable planning and intergenerational gifting and succession planning. The Wealth Advisors manages investments covering a wide range of asset classes for both taxable and tax-exempt portfolios. 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||Chief Financial Officer, Treasurer & Executive VP|
|Margaret W. Chambers||Secretary, Executive VP & General Counsel|
|Martha T. Higgins||Executive VP & Director-Human Capital Resources|
|W. Timothy MacDonald||Chief Risk Officer & Executive Vice President|