Boston Private, a leading provider of fully integrated wealth management, trust, private and commercial banking services, today announced the appointment of Patrick Dwyer as Managing Director, Head of Strategic Business Development. Mr. Dwyer will focus on driving client acquisition, business development, and net new assets across all of Boston Private’s markets, including South Florida where he’s built his business over the last 30 years.
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On September 24, 2019, Boston Private and The Chertoff Group convened nearly 60 family offices for a fireside chat on disruptive technology. The event, held in New York, brought together a panel of luminaries in the disruptive technology space.
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David Lancaster joined us on September 3 as a Managing Director, Relationship Manager in our San Francisco office. David has more than 30 years’ experience as a trader, portfolio manager, private banker and family office head.
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Joan Young joined us on August 26 as a Managing Director, Relationship Manager in our New York office. Joan brings to Boston Private over 20 years of experience with ultra-high-net-worth clients and family enterprises.
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Combined firm becomes one of the largest registered investment advisors in the U.S focused on serving high-net-worth clients.
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At Boston Private, we aim to foster a culture that doesn’t wait for innovation to happen elsewhere; innovation is core to who we are. That’s why we are so excited to partner with tech accelerator MassChallenge FinTech. We look forward to collaborating on innovative solutions for our clients.
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Boston Private announced the appointment of John Longley as President of Western Region. Mr. Longley will provide leadership and oversight for all West Coast activities and will be based in the firm’s San Francisco office.
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Boston Private has proudly worked with National Consumer Law Center (NCLC) for 12 years as its bank and advisor. The organization— which aims to stop exploitative consumer practices, help financially stressed families build and retain wealth, and advance economic fairness.
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Boston Private was named a Top Charitable Company by the Boston Business Journal.
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Banker & Tradesman covered the news of Emily Rush and Britt Hultgren’s appointments.
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