Financial Advisor covered the announcement of Colleen Graham’s appointment as 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.

Boston Private is pleased to announce Colleen Graham’s appointment as General Counsel. Read more about her background and expertise in Banker & Tradesman.

Boston Private CIO Shannon Saccocia discusses how the potential trade deal could have an impact on upcoming corporate earnings.

Gerald Baker, Chief Fiduciary Officer and Head of Trust & Fiduciary Services, shares guidance on using trusts with U.S. News & World Report.

CIO Shannon Saccocia shares her insights on the global economic slowdown and how it may impact the U.S.

Bill Woodson and Edward Marshall will join the Boston Private team to establish an Ultra-High-Net-Worth Family Office Practice.

Shannon Saccocia, Boston Private Chief Investment Officer, shared her perspective on potential market reaction to anticipated Fed announcements.

Findings from Boston Private’s 2018 research report “The Why of Wealth” were included in a piece about the ways Millennials and Baby Boomers spend their money differently.

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.