Boston Private
Acquired by Silicon Valley Bank
Is this your company?
Boston Private is now part of Silicon Valley Bank. For up-to-date information, please see the profile..
Is this your company?
Check out your Company Bowl for anonymous work chats.
Boston Private has been recognized by The Boston Club and Bentley University as one of nine “pacesetters” in their annual census of gender parity on leadership teams at the 100 largest public companies in Massachusetts. “Pacesetters” have at least three female directors and at least three female executive officers at their respective firms. As the report says, we still have work to do, but we’re pleased to have our commitment to gender equity recognized in this way. Read the report here:
Congratulation to our client Lisa Wexler, president of Elaine Construction, who was named to the Boston Globe Magazine’s list of Top 100 Women-Led Businesses in Massachusetts. Watch to learn about Lisa’s WHY of Wealth:
Thanks to our amazing team and clients, we are proud to announce that we’ve been named the Best Private Banking Boutique in the U.S. in Professional Wealth Management (PWM)’s 2020 Global Private Banking Awards. Our President of Private Banking, Wealth & Trust Paul Simons shared some thoughts on what sets us apart:
“I have been allowed to really create the opportunity to help our advisors.” Boston Private CIO Shannon Saccocia spoke with Citywire to discuss her career and what makes Boston Private unique. Read her full interview here:
Zelle® is now available within Digital Banking. With Zelle, sending money to people you know is fast, safe and easy. Learn more here.
How do cognitive biases impact your investment decision making process? Emmett Maguire, Managing Director at Boston Private, explores the neuroscience and psychology side of producing better investment outcomes.
The stresses of 2020 - the pandemic, social unrest and the elections - have changed investing behaviors. Managing Director Emmett Maguire talked to The New York Times about how behavioral finance biases play into our investing activity when emotions are riding high.
“Many people find the task of getting their estate planning done a daunting process." Senior Wealth Advisor Kathleen Kenealy recently shared several steps you can take to ensure you have a clear plan in place via MarketWatch.
Family Wealth Report covered our new report “Surveying the Risk and Threat Landscape to Family Offices” – which highlights how family offices are responding to an increasingly complex risk landscape. Read more:
We’re excited to release our report, Surveying the Risk and Threat Landscape to Family Offices. Thanks to our partners at The Chertoff Group, Dentons, McNally Capital, and DataTribe for their support on this survey. Download the paper here.
