Boston Private Adds to Florida Market Team and Expands Client Offerings
Boston, MA – June 8, 2017 – Boston Private, a leading provider of fully integrated wealth management, trust and private banking services, today announced the addition of Lidy Mata as Private Banking Relationship Manager. Based in Boston Private’s Palm Beach Gardens, Florida office, Mata will be responsible for partnering with wealth officers in that location to provide key banking services for clients.
“We are very pleased to have Lidy join the growing Florida team,” said Torrance Childs, Co-President, Private Banking Group, Boston Private Bank. “Her depth of experience, which includes more than two decades in the industry, will provide our high-net-worth clients access to concierge banking services in both our Palm Beach and Coral Gables locations.”
Lidy has more than 25 years of experience working with high-net-worth individuals and their families, as well as executives, private partnerships, nonprofit organizations and professional service firms. Specializing in crafting customized credit, cash management and liquidity solutions tailored to meet clients’ unique financial needs, she will work closely with Boston Private’s team of wealth management professionals specialized in investment management, financial planning and trusts services, helping clients grow and preserve wealth.
Before joining Boston Private, Mata held senior banking positions with U.S. Trust and PNC - Wealth Management in Palm Beach, Florida. She is active in her local community and volunteers her time to various civic and charitable organizations. She is on the advisory board of The Wellington - Neil S. Hirsch Boys & Girls Club. Lidy is a graduate of Florida Atlantic University, with a Bachelor’s degree in Finance.
About Boston Private
Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.
Headquartered in Boston, Boston Private has 35 offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and Palm Beach. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.
Boston Private Bank & Trust Company is a subsidiary of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH). For more information, visit www.bostonprivate.com.