Boston Private Appoints Colleen Graham 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.

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Colleen Graham Featured in Banker & Tradesman

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

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Shannon Saccocia Offers Market Commentary to Reuters

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

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Gerald Baker Shares Insights About Trusts

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

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Shannon Saccocia Appears on “Halftime Report”

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

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Family Wealth Report Covers Boston Private Hiring News

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

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CIO Shannon Saccocia Offers Market Commentary in the WSJ

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

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Business Insider Features Findings from “The Why of Wealth” Report

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.

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Family Office Leaders Bill Woodson and Edward V. Marshall Join Boston Private

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.

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Shannon Saccocia Appears on CNBC’s “Halftime Report”

Boston Private Chief Investment Officer Shannon Saccocia shared her insights on Fed Chair Jerome Powell’s comments on economic expansion.

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