Gerald BakerSenior Managing Director PBWM Trust & Fiduciary Wealth Management & Trust New England
Mr. Baker is a Senior Managing Director and PBWM Trust & Fiduciary and co-head of the Center for Wealth Planning Excellence. He is responsible for the oversight and implementation of all aspects of trust administration and partners in the execution of the wealth strategies practice at Boston Private. He is chair of the Trust Administration and Discretionary Review Committees and is responsible for ensuring client centric and consistent delivery of fiduciary activities. He is also a member of Boston Private Wealth’s Executive Committee and Investment Policy Committee.
Previously, Mr. Baker served as Chief Compliance Officer of Trust & Fiduciary Services, as well as Compliance Risk Management Officer for Investment Management & Trust. Prior to joining Boston Private Bank & Trust Company, Mr. Baker was a Vice President of Product Management and Oversight at BofAGlobal Capital Management. Mr. Baker also worked at U.S. Trust, Bank of America Private Wealth Management, handling escalated fiduciary administration and investment management related matters.
Mr. Baker earned a Bachelor of Arts in International Relations from Pepperdine University and a Juris-Doctor from New England School of Law. He is a member of the Boston Estate Planning Council.