Boston Private & The Chertoff Group Host Disruptive Technology Event for Family Offices

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 Joins Boston Private as Managing Director, Relationship Manager

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 Joins Boston Private as Managing Director, Relationship Manager

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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Boston Private Announces Participation in MassChallenge FinTech 2020

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 Client, National Consumer Law Center, Featured on Public Television’s Visionaries Series

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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Katherine Sheehan Named an Accredited Estate Planner Designee by the National Association of Estate Planners & Councils

Boston Private is pleased to announce Director and Senior Trust Officer Katherine Sheehan is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).

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Boston Private Expands Investment Team with New Managing Director

Boston Private is pleased to announce the appointment of Emmett Maguire III as Managing Director of Search and Selection.

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Boston Private Community Reinvestment Work Rated “Outstanding” by Regulatory Agencies

Boston Private is deeply committed to serving the credit needs of our communities and financing projects that make our neighborhoods stronger and more vibrant. This dedication earned the bank Community Reinvestment Act (CRA) ratings of “Outstanding” from the Federal Reserve Bank of Boston and the Massachusetts Division of Banks for the most recent examination period, the highest possible CRA rating.

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Government Shutdown

If you are facing challenges as a result of the federal government shutdown, we are available to answer your questions. Please call our dedicated help line: 855-211-7781. As always, your Boston Private team is here to support you.

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Five Questions for our CEO Anthony DeChellis

Boston Private CEO Anthony DeChellis answers five questions.

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