Boston Private Opens New San Francisco Office

Boston Private, a leading provider of fully integrated wealth management, trust, private and commercial banking services, recently unveiled a new office in downtown San Francisco, located at 255 Battery Street.

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Boston Private Names Patrick Dwyer Head of Strategic Business Development

Boston Private, a leading provider of fully integrated wealth management, trust, private and commercial banking services, today announced the appointment of Patrick Dwyer as Managing Director, Head of Strategic Business Development. Mr. Dwyer will focus on driving client acquisition, business development, and net new assets across all of Boston Private’s markets, including South Florida where he’s built his business over the last 30 years.

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Boston Private Announces Integration of KLS Professional Advisors Group with Boston Private Wealth

Combined firm becomes one of the largest registered investment advisors in the U.S focused on serving high-net-worth clients.

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Boston Private Names John Longley New West Coast Leader

Boston Private announced the appointment of John Longley as President of Western Region. Mr. Longley will provide leadership and oversight for all West Coast activities and will be based in the firm’s San Francisco office.

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Boston Private Announces Two Key Commercial Banking Hires

Boston Private announced the appointment of Emily Rush as Executive Vice President, Commercial Real Estate and Private Equity Sponsors, and Britt Hultgren as Senior Vice President, Private Equity & Venture Capital. Ms. Rush and Ms. Hultgren both join the firm in July 2019, and will be based in Boston, Mass.

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Boston Private Appoints Colleen Graham General Counsel

Boston Private today announced the appointment of Colleen Graham as Executive Vice President and General Counsel, effective April 8, 2019. Ms. Graham will have oversight of several key control functions including Legal and Compliance, and administrative oversight of Internal Audit. She will report directly to Boston Private CEO Anthony DeChellis.

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Family Office Leaders Bill Woodson and Edward V. Marshall Join Boston Private

Boston Private announced today Bill Woodson’s intentions to join the firm as Executive Vice President, Head of Wealth Advisory and Family Office Services, a newly created role reporting directly to the CEO, Anthony DeChellis. Mr. Woodson will start with the firm in June of 2019.

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Boston Private Appoints New Technology Leader

Boston Private announced today the appointment of Maura Almy as Chief Operating and Platform Officer.

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Boston Private Names Paul M. Simons Chief of Corporate Strategy and Development

Boston Private announced today the appointment of Paul M. Simons as Executive Vice President and Chief of Corporate Strategy and Development.

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Boston Private Enhances Private Lending Services with Strategic Hire

Boston Private, today announced that Karen Roses has joined the firm as Senior Director of Private Bank Lending.

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