Boston Private CEO Shares Vision for Firm with Banker & Tradesman

CEO Anthony DeChellis discussed his growth strategy for the firm and the key initiatives that will allow for continued expansion and improved client service.

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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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Thank you and farewell to George Schwartz

After more than 20 years with our company, Boston Private President George Schwartz retires at the end of November.

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Thank you and farewell to our CEO Clay Deutsch

We couldn’t be more thankful to have had a dynamic leader like Clay at the helm for the past eight years. At the end of November Clay will retire as we welcome his successor Anthony DeChellis. We sat down with Clay and asked a few questions as he reflects on his time as CEO.

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IRS Bulletin on Tax Fraud: Email Phishing Combines W-2 Theft and Wire Fraud

The Internal Revenue Service has issued an advisory bulletin to all tax professionals, employers, and other tax payers about tax form related phishing campaigns.

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Cybersecurity Alert: Equifax Breach

Equifax, a national consumer reporting agency, has announced an extensive cybersecurity incident involving unauthorized access to consumer information.

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