Boston Private Hires New Senior Wealth Advisor in Beverly Hills, California

Amy Born has joined the firm as a Senior Wealth Advisor. Based in Beverly Hills, Ms. Born will focus on managing and creating customized financial plans for the firm’s high-net-worth clientele. She will report directly to Gerald Graves, Executive Managing Director at Boston Private Wealth.

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Boston Private Executives Honored by Women’s Institute for Housing and Economic Development

Esther Schlorholtz and Sarah Lamitie were honored with the Nancy Nye Memorial Award by the Women’s Institute for Housing and Economic Development.

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Boston Private Appoints New Human Resources Chief

Joy McCune has been named Chief Human Resources Officer. Ms. McCune will be succeeding Martha Higgins to lead Human Resources as a member of the Boston Private management team.

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Boston Private Expands Florida Footprint with Steelbridge Private Wealth Partnership

Steelbridge Private Wealth Advisors Join Boston Private Wealth to Grow Business in Strategic Southwest Florida .

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Boston Private “Why of Wealth” Study Reveals the Psychology Behind Wealth Creation and Accumulation

Boston Private today released the "Why of Wealth", a comprehensive survey unveiling the psychological factors playing into how Americans interact with their wealth. This new report aims to unearth the emotional relationship we have with our finances: why we pursue wealth, how wealth makes us feel, what are the ‘costs’ of wealth, among others.

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NFI Corp. Announces New Leadership Collaborations

NFI Corp., the global leader in high-performing printed graphic solutions, today announced its collaboration with Boston Private, a leading wealth management, trust, and private banking company headquartered in Boston, in championing a leadership program that places an emphasis on balance between professional and personal priorities.

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Boston Private Wealth Promotes Tom Anderson to Chief Operating Officer and Shannon Saccocia to Chief Investment Officer

Shannon Saccocia has been named Chief Investment Officer (CIO) of Boston Private Wealth, and Tom Anderson as Chief Operating Officer (COO) of Boston Private Wealth. Ms. Saccocia most recently served as Chief Investment Strategist, and Mr. Anderson previously served in dual roles as CIO and COO.

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Boston Private Announces Partnership with Team IMPACT

Teaming up with those who help and inspire others, Boston Private and Team IMPACT form strategic partnership.

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Boston Private Sponsors EllsWorth Antiques Show

Boston Private announces its sponsorship of the Ellsworth Antiques Show, one of America’s longest running summer antiques show.

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Boston Private Appoints David Murphy Head of Wealth Advisory

Boston Private today announced the appointment of David Murphy as Head of Wealth Advisory for Boston.

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