Boston Private is pleased to announce that Richard Perez has joined KLS, A Division of Boston Private. Mr. Perez joins as a Managing Director and Chief Strategist, responsible for advising family offices and closely-held business owners on investment strategy and portfolio execution. He is based in New York.

Managing Director Edward Marshall spoke with The New York Times about HNW individuals’ and family offices’ vulnerability to cyber-attacks and phone hackers.

CIO Shannon Saccocia shared that expectations for low returns in the bond market are driving flows into equities.

Shannon Saccocia shared what investors should keep in mind as the coronavirus continues to spread and concerns of a recession rise again.

Shannon Saccocia offered commentary on the impact the coronavirus could have on the markets and how it could impact Chinese growth following recent optimism.

Paul Simons, President of Private Banking, Wealth & Trust, spoke with Banker & Tradesman about the opening of our Miami office and our goals for serving the region.

Director and Senior Portfolio Manager Nancy Perez discussed how global monetary policy keeps driving the market.

Regional business journal shared news of our newest location.

Family Wealth Report covered the announcement of our new Miami office.

Boston Private today announced the opening of a new office in downtown Miami, expanding the firm’s footprint in South Florida.