John Longley is Boston Private's President of Western Region, responsible for the leadership and oversight of all West Coast activities. Mr. Longley oversees the private banking, wealth management, trust and commercial banking strategy in the Western region. He manages the region's day-to-day operations as well as supports business development and client management. He is based in San Francisco.
Mr. Longley has more than 25 years of experience in the financial services industry. Prior to joining Boston Private, Mr. Longley was the CEO and co-founder of Dobot, a fintech company that developed personal finance applications. The company was acquired in 2018. Previously, he served as Managing Director, Head of Private Wealth at BlackRock iShares, where he led the distribution of iShares ETF products and services to leading broker dealers, national and regional banks, and independent advisory firms across the U.S. Under his leadership, iShares achieved dramatic growth in both assets and revenue.
Previously, Mr. Longley spent 17 years at Citigroup, concluding in the role of Chief Executive Officer of Citi Private Bank North America. As CEO, he oversaw the delivery of wealth advisory services spanning asset management, lending, trust and estate planning, philanthropy and banking. He led Smith Barney’s Ultra High Net Worth Platform, inclusive of the Citi Family Office and Citi Capital Strategies, a middle market investment bank. Prior to the CEO role, Mr. Longley served as Senior Executive Vice President, Divisional Director for Citi International Wealth Group, where he directed Citigroup’s worldwide wealth management offices.
Mr. Longley supports a variety of education-related organizations in the San Francisco Bay Area. He is a Trustee of Marin Academy, an independent high school in San Rafael, CA. He is also a Trustee and former President of the Ross School District in Marin County.
Mr. Longley earned his Bachelor of Arts degree in English literature from Swarthmore College.