Alejandro Algaze and Daniel Lopez Join Boston Private

Boston Private is pleased to announce that Alejandro Algaze and Daniel Lopez have joined the firm as Relationship Managers. They will be responsible for providing holistic wealth management solutions to high-net-worth individuals, family offices, endowments and foundations, primarily in the South Florida area.

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Boston Private Facilitates Acquisition for Credit Suisse Asset Management Fund

Boston Private recently provided a loan to a Credit Suisse Asset Management Global Real Estate Fund (“Credit Suisse Asset Management”) for their acquisition of 99 Bedford Street. The building is a five-story, 82,552 square foot Class B historic brick and beam office building located in Boston’s Financial District. The seller, Plymouth Rock Insurance, is relocating to a new location on Atlantic Avenue, creating a 29 percent vacancy.

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John McGuinness Joins Boston Private

We are pleased to announce the addition of John McGuinness III to the Boston Private team.

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Boston Private’s Brian Lopez Named to 2019 Financial Times 401 Top Retirement Advisers

Boston Private is pleased to announce that Brian Lopez has been named to the 2019 Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.

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Jason Cain has joined Boston Private

Boston Private is pleased to announce that Jason Cain has joined the firm as a Managing Director. Mr. Cain will report to Bill Woodson, Executive Vice President, Head of Wealth Advisory and Family Office Services, and will work with the firm’s Private Banking, Wealth & Trust teams to develop and deliver comprehensive, advise-based solutions for ultra-high-net-worth clients, family offices and their professional advisors.

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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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