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.

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.

Boston Private is committed to the communities we serve. As such, we were proud to help finance a property that will offer 62 units of housing for the recently homeless in San Francisco.

Boston Private has been shortlisted for the Family Wealth Report Awards in the Fiduciary or Trust Services category. The awards were designed to recognize companies, teams and individuals that have demonstrated innovation and excellence during 2019 in the global private banking, wealth management and trusted advisor sectors.

We are pleased to welcome Andres Coles to the Boston Private team. Mr. Coles joined us on December 16 as a Relationship Manager based in our New York office. He will be responsible for providing high-net-worth individuals and family offices with high quality investment strategies, wealth management solutions and strategic planning solutions.

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.

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.

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

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.

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.