Boston Private Wealth Announces Strategic Hires
BOSTON, MASS. — (JANUARY 27, 2016) — Boston Private Wealth LLC, a leading wealth management company, today announced it has hired executives from two wealth advisory firms: Filigree Advisors and Mikus Capital Management.
The strategic hires extend Boston Private’s wealth management presence in California and Florida, markets that the firm has targeted as part of its ongoing growth strategy. Clients will have access to a full suite of world-class wealth management solutions, as well as personal and business banking and trust services from Boston Private Bank & Trust Company, the parent company of Boston Private Wealth.
“The addition of the Filigree Advisors and Mikus Capital Management executives brings a team with deep industry experience and client relationships to our Boston Private Wealth group,” said Corey A. Griffin, CEO of Boston Private Wealth LLC. “When evaluating our growth strategy in California and Florida, these two firms stood out as having client relationship and investment models closely aligned with those of Boston Private Wealth. As with our existing professionals, these executives are committed to delivering excellence in client service.”
Filigree Advisors has built a reputation across California and the Pacific Northwest for designing unbiased, customized financial solutions for individuals and families with a client-centered philosophy of wealth management. The team from Filigree Advisors will be based in Beverly Hills, while maintaining a presence in the Northwest.
Gerald Graves joins Boston Private Wealth as Executive Managing Director, West Coast Division. Prior to co-founding Filigree Advisors, Mr. Graves was President of M Financial Wealth Management, where he led the design, development and implementation of the firm's wealth management business. Before joining M Wealth, Mr. Graves was Executive Director and a Managing Partner of LEAP Partners, LLC in San Francisco, California. He also held a variety of senior leadership positions at Charles Schwab & Co., Inc., including Chief Operating Officer of Schwab’s Institutional Services for Investment Managers.
Chris Dudley joins as a Senior Wealth Advisor and Director of Sports & Entertainment, transitioning from his role as Chief Investment Officer at Filigree Advisors. Prior to Filigree, Mr. Dudley served as Vice President of M Financial Wealth Management. Mr. Dudley also enjoyed a 16-year career as a player in the National Basketball Association (NBA), during which he served as Executive Treasurer of the NBA Players Association and a member of the Players Association Negotiating Committee. Mr. Dudley is a Certified Financial Planner (CFP®).
Previously Director of Wealth Services for Filigree Advisors, Sarah Pearce joins Boston Private Wealth as an Associate Client Advisor. Prior to Filigree, Ms. Pearce was a Program Manager at a strategic branding and design agency. She holds the Financial Industry Regulatory (FINRA) Series 65 license.
With the addition of Mikus Capital Management, Boston Private Wealth expands it presence to the island of Palm Beach in addition to its existing office in Palm Beach Gardens.
William Mikus joins as a Managing Director and Senior Business Development Officer. Mr. Mikus is the Founder, President, and CEO of Mikus Capital Management, located in Palm Beach. He brings over 36 years of industry experience, beginning his career in the trading rooms of Bank of Boston, Citibank, and Salomon Brothers. Mr. Mikus has a bachelor’s degree in Economics from Syracuse University’s Maxwell School of Public Administration. He is also involved in the Palm Beach community, serving on the boards and committees of many prominent clubs and organizations, including the Salvation Army Advisory Board of Palm Beach County, The Beach Club, the Town of Palm Beach Investment Committee, and the Palm Beach Civic Association.
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About Boston Private Wealth
Boston Private Wealth LLC, an SEC registered investment adviser (RIA), is a premier provider of wealth management services including investment management and consulting, wealth advisory and planning, and family office services. Private banking and trust services are offered through Boston Private Wealth’s parent company, Boston Private Bank & Trust Company.
With its hallmark approach of customized, highly personal service, Boston Private Wealth, in conjunction with Boston Private Bank & Trust Company, manages and advises approximately $8 billion in assets for high-net-worth individuals, families, family offices, foundations and institutions.
Boston Private Wealth is geographically situated in key financial regions throughout the nation. Headquartered in Boston, Massachusetts, Boston Private Wealth has offices in Florida (Palm Beach Gardens, Fort Lauderdale, Naples, and Coral Gables), California (San Francisco, Beverly Hills, Encino, and San Mateo), Georgia (Atlanta), Wisconsin (Madison), and Texas (Plano). In addition, wealth management professionals are also available to meet with clients at Boston Private Bank & Trust Company offices by appointment. For more information visit www.BostonPrivateWM.com.
Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.
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