Boston Private Financial Holdings Inc (NASDAQ:BPFH)

Delayed Data
As of Mar 21
 +0.25 / +1.62%
Today’s Change
Today|||52-Week Range
Regional Banks

Company Description

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 privately owned businesses, private partnerships, and nonprofit organizations. The Wealth Management and Trust segment offers comprehensive wealth management solutions for 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, and mutual funds. The Wealth Advisory segment provides planning-based financial strategies including, fee-only financial planning, tax planning, tax preparation, estate and insurance planning, retirement planning, charitable planning, intergenerational gifting and succession planning. The company was founded on September 2, 1987 and is headquartered in Boston, MA.

Contact Information

Boston Private Financial Holdings, Inc.
Ten Post Office Square
Boston Massachusetts 02109
P:(617) 912-1900
Investor Relations:
(617) 912-4386



Mutual fund holders60.17%
Individual stakeholders6.44%
Other institutional32.20%

Top Executives

Clayton G. DeutschPresident, Chief Executive Officer & Director
Steven M. GavenChief Financial Officer & Executive Vice President
Margaret W. ChambersSecretary, Executive VP & General Counsel
David J. KayeExecutive Vice President
Martha T. HigginsChief Human Resources Officer & Executive VP