Study further examines the impact of Covid-19 on perceptions and uses of wealth

Firm Recognized for Outstanding Contribution to Wealth Management Thought Leadership

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.

Boston Private Reminds Shareholders To Vote “FOR” the Financially and Strategically Compelling Transaction with SVB Financial at the April 27 Special Meeting

Boston Private Reminds Shareholders To Vote “FOR” the Financially and Strategically Compelling Transaction with SVB Financial

Boston Private Reminds Shareholders To Vote “FOR” the Financially and Strategically Compelling 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.

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.

With earnings season around the corner, CIO Shannon Saccocia discusses what it will take for some key market fundamentals to improve.

Chief Investment Officer Shannon Saccocia joined Halftime Report’s women-led panel to discuss the trends she’s seeing in the market.