|13.06|| +0.03 / +0.23%|
Boston Private Financial Holdings, Inc. is a wealth management company, which engages in the provision of wealth management services to high net worth individuals, families, businesses, and selected institutions through financial umbrella. It operates through the following segments: Private Banking, Wealth Management and Trust, Investment Management, and Wealth Advisory. The Private Banking segment operates in three geographic markets: New England, San Francisco Bay, and Southern California. It currently conducts business under the name of Boston Private Bank and Trust Company in all of its markets. Wealth Management and Trust segment provides 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 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 and abroad. The Wealth Advisory provide comprehensive, planning-based financial strategies to high net worth individuals and their families, and non-profit institutions. The company was founded on September 2, 1987 and is headquartered in Boston, MA.
|Clayton G. Deutsch||Chief Executive Officer & Director|
|Mark D. Thompson||President|
|David J. Kaye||CFO, Treasurer, Chief Administrative Officer & EVP|
|Margaret W. Chambers||Secretary, Executive VP & General Counsel|
|Martha T. Higgins||Executive VP & Director-Human Capital Resources|