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.

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more
Boston Private Recognized as one of the Top Charitable Companies in Massachusetts

Boston Private was named a Top Charitable Company by the Boston Business Journal.

Read more
Boston Private Appoints Two Commercial Bankers

Banker & Tradesman covered the news of Emily Rush and Britt Hultgren’s appointments.

Read more