Firm Recognized for Outstanding Contribution to Wealth Management Thought Leadership
Read moreabout Boston Private Wins 2021 Family Wealth Report Award
Boston Private is pleased to announce that Katherine M. Sheehan, J.D., AEP® has been elected to the Boston Estate Planning Council (BEPC) Board of Directors.
Read moreabout Katherine M. Sheehan, J.D., AEP® Elected to Boston Estate Planning Council Board of Directors
Boston Private Reminds Shareholders To Vote “FOR” the Financially and Strategically Compelling Transaction with SVB Financial at the April 27 Special Meeting
Read moreabout Independent Proxy Advisory Firm Egan-Jones Joins ISS and Glass Lewis in Recommending that Boston Private Shareholders Vote “FOR” the Proposed Transaction with SVB Financial
Boston Private Reminds Shareholders To Vote “FOR” the Financially and Strategically Compelling Transaction with SVB Financial
Read moreabout Independent Proxy Advisory Firm Glass Lewis Joins ISS in Recommending that Boston Private Shareholders Vote “FOR” the Proposed Transaction with SVB Financial
Boston Private Reminds Shareholders To Vote “FOR” the Financially and Strategically Compelling Transaction with SVB Financial.
Read moreabout Independent Proxy Advisory Firm ISS Recommends Boston Private Shareholders Vote “FOR” the Proposed Transaction with SVB Financial
CIO Shannon Saccocia believes big tech stocks will likely experience a big lift due to anticipated economic growth, which could help soothe a market that is concerned with recent selloffs.
Read moreabout CIO Shannon Saccocia Comments on Tech Stocks
Advisors Kathleen Kenealy and Julia Vanzler have been named to Forbes’ ranking of America’s Top Women Wealth Advisors. The list recognizes advisors who offered exemplary service and prospered in a year of unprecedented challenges.
Read moreabout Boston Private Advisors Named to Forbes Top Women Wealth Advisors List
With earnings season around the corner, CIO Shannon Saccocia discusses what it will take for some key market fundamentals to improve.
Read moreabout CIO Shannon Saccocia Offers Perspective on Earnings Season
Chief Investment Officer Shannon Saccocia joined Halftime Report’s women-led panel to discuss the trends she’s seeing in the market.
Read moreabout CIO Shannon Saccocia Joins Halftime Report’s International Women’s Day Panel
Director of Financial Planning Kathleen Kenealy spoke with MarketWatch about why making decisions based on emotion can sometimes lead to dangerous financial pitfalls.
Read moreabout Director of Financial Planning Kathleen Kenealy Discusses Retirement Mistakes