Alejandro Algaze and Daniel Lopez Join Boston Private

Boston Private is pleased to announce that Alejandro Algaze and Daniel Lopez have joined the firm as Relationship Managers. They will be responsible for providing holistic wealth management solutions to high-net-worth individuals, family offices, endowments and foundations, primarily in the South Florida area.

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Boston Private Opens New San Francisco Office

Boston Private, a leading provider of fully integrated wealth management, trust, private and commercial banking services, recently unveiled a new office in downtown San Francisco, located at 255 Battery Street.

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Sandy Galuppo Shares Insights with HR Leaders

Managing Director Sandy Galuppo highlights four things HR leaders should keep in mind when managing executive stock award programs.

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Boston Private Facilitates Acquisition for Credit Suisse Asset Management Fund

Boston Private recently provided a loan to a Credit Suisse Asset Management Global Real Estate Fund (“Credit Suisse Asset Management”) for their acquisition of 99 Bedford Street. The building is a five-story, 82,552 square foot Class B historic brick and beam office building located in Boston’s Financial District. The seller, Plymouth Rock Insurance, is relocating to a new location on Atlantic Avenue, creating a 29 percent vacancy.

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Shannon Saccocia Featured on Halftime Report

Boston Private CIO Shannon Saccocia sat down with the CNBC Halftime Report panel to answer viewer questions.

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Shannon Saccocia Discusses Space Investment Opportunities

Space ventures have been in the limelight since Virgin Galactic’s public debut. Our CIO Shannon Saccocia comments on where the space sector stands today and where it could go tomorrow.

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John McGuinness Joins Boston Private

We are pleased to announce the addition of John McGuinness III to the Boston Private team.

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Boston Private’s Brian Lopez Named to 2019 Financial Times 401 Top Retirement Advisers

Boston Private is pleased to announce that Brian Lopez has been named to the 2019 Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.

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Jason Cain has joined Boston Private

Boston Private is pleased to announce that Jason Cain has joined the firm as a Managing Director. Mr. Cain will report to Bill Woodson, Executive Vice President, Head of Wealth Advisory and Family Office Services, and will work with the firm’s Private Banking, Wealth & Trust teams to develop and deliver comprehensive, advise-based solutions for ultra-high-net-worth clients, family offices and their professional advisors.

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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.

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