Client Stories

Interview with Seth Rosenzweig, Executive Director of Team IMPACT

At Boston Private, we sponsor a diverse group of organizations that share many of our own values while educating and inspiring the people and communities around them. The answer is different for every organization. We took 30 minutes with Seth Rosenzweig, Executive Director of Team IMPACT, an organization that connects children facing serious and chronic illnesses to local college athletic teams, forming life-long bonds and life-changing outcomes, to learn more about his biggest influences and what has driven the organization’s success.

Client Interview - Elizabeth Galbut of SoGal Ventures

We took 30 minutes with Elizabeth Galbut, Co-Founder of SoGal Ventures, the first female-led millennial venture capital fund investing in diverse entrepreneurs in the U.S. and Asia. Read on to learn more about her biggest influences and what drives the company.

Client Interview - Annette Palazuelos of Tridant Solutions

At Boston Private, we have the opportunity to partner with many diverse and talented business owners, striving to help them live their lives the way they want to and achieve their goals, hopes and dreams. Every single one of them has a different reason why they work so hard to achieve so much in life. We took 30 minutes with Annette Palazuelos, President and CEO of LifeLung, Inc. DBA Tridant Solutions, a multi-certified 8(a) woman-owned small business specializing in government contract services in Southern California. Read on to learn more about her biggest influences and what has driven the company’s success.

Client Interview - Lisa and Ken Wexler of Elaine Construction Company

At Boston Private, we have the opportunity to partner with many diverse and talented business owners, helping them live their lives the way they want to and achieve their goals, hopes and dreams. Every single one of them has a different reason why they work so hard to achieve so much in life. We took 30 minutes with Lisa Wexler and Ken Wexler of Elaine Construction Company, a third-generation, family owned and operated woman-certified business that delivers construction management and general contracting services to academic/institutional, corporate interiors, health care, pharmaceutical and fitness sectors. Read on to learn more about their biggest influences and what has driven their success.

Case Study: Corporate Executive

Over the course of his career, a busy senior executive has accumulated a concentrated stock position as part of his compensation. With retirement approaching, he is beginning to worry about the risk associated with a concentration in one security and how he might generate income during his retirement.

Client Interview - Renaud Megard of NFI Corp.

At Boston Private we have to opportunity to partner with many diverse and talented business owners, helping them live their lives the way they want to and achieve their goals, hopes and dreams. Every single one of them has a different reason why they work so hard to achieve so much in life. We took 30 minutes with Renaud Megard, President and CEO of Nameplates for Industry, a global leader in high performing printed graphics solutions, to learn more about his biggest influences and what has driven the company’s success.

Case Study: Entrepreneur

The founder of a successful business has taken his company public in an IPO. After this liquidity event, he now needs to create a personalized investment strategy to manage his assets and address his family’s short and long-term financial needs, which the founder has not fully identified.