Mr. Tabah joins as a Managing Director, Senior Relationship Manager, responsible for delivering comprehensive, advisory solutions to high-net-worth individuals, family offices, endowments and foundations. He is based in New York.

Boston Private is pleased to announce that Kevin O'Shea has joined Boston Private as a Managing Director and Relationship Manager. He will be responsible for providing holistic wealth management solutions to high-net-worth individuals, family offices, endowments and foundations. He is based in San Francisco.

Boston Private is pleased to announce that its retirement plan advisory team, led by Brian Lopez and Ryan Joyce, has been named to the National Association of Plan Advisors’ 2019 Top DC Advisor Teams. The list recognizes the nation’s leading retirement plan advisors for their contributions in building a more financially secure retirement for millions of Americans.

The report examines the threats, trends and best practices in the evolving risk environment for family offices.

Managing Director Edward Marshall discussed the importance of risk management for family offices in a bylined article in CampdenFB.

CIO Shannon Saccocia explains why expecting the Fed to cut rates because of the coronavirus is an overreaction.

Senior Portfolio Manager Nancy Perez discussed the coronavirus outbreak’s impact on the market in The Wall Street Journal.

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.