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