Brian Lopez Named to FT 401 Top Retirement Advisers

The Financial Times has named Boston Private Managing Director Brian Lopez as one of the Top Retirement Advisers in the country.

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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.

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Bill Woodson Discusses Implications of WeWork’s Shelved IPO

Boston Private Head of Wealth Advisory and Family Office Services Bill Woodson spoke with Business Insider about what’s top of mind for lenders in similar situations.

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Shannon Saccocia Appears on CNBC

CIO Shannon Saccocia sat down with CNBC’s Halftime Report to discuss which stocks can provide investors with some stability amid volatile markets.

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Bill Woodson Discusses Family Offices & Private Deals

As wealthy families look for benchmark-beating investments, they’ve been turning more attention to private deals. Our Head of Wealth Advisory and Family Office Services Bill Woodson explores the trend.

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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.

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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.

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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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KLS Integration Featured on WealthManagement.com

Boston Private has integrated affiliate RIA KLS Professional Advisors Group into its wealth management unit, Boston Private Wealth.

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Financial Advisor Magazine Covers John Longley’s Appointment

The recent appointment of John Longley as our new President of Western Region is a strategic move that will help strengthen our capabilities on the West Coast.

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