We provide a wide array of private lending services that offer sophisticated financing options for your unique borrowing needs.

Portfolio Secured Line of Credit

Gain the liquidity you need without disrupting your investment strategy.  A flexible line of credit secured by the marketable securities held in your Boston Private Wealth account allows you to fund your short-term goals while pursing your-term objectives without selling stocks, bonds, or other securities that could have unfavorable tax implications.

Professional Loans

We understand and underwrite complex income sources. We offer flexible financing solutions tailored to your individual needs for capital and partnership requirements.

Ready to Talk with a Lender?

Looking to get Pre-Approved?  Need to close this month?  

Whatever your situation, our experienced Loan Officers aim to guide you through the right process based on your unique borrowing needs.

Talk to a Loan Officer


Our People


Karen Roses Headshot
Karen Roses Managing Director Head of Private Lending
Barbara Searle Headshot
Barbara Searle Senior Vice President Private Lender
Neesha Sodha Private Lender
Kristen Maroney Headshot
Kristen Maroney Private Lender