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As the Head of Trust & Fiduciary Services and Co-Head of the Center for Wealth Planning Excellence located in Boston, MA, Gerald Baker shares how banking runs in the family.
As Director of Financial Planning based in Boston, MA, Kathleen Kenealy works to keep clients and those in her community prepared for uncertainty. Read more from the Perspectives magazine here.
While the COVID-19 pandemic have been especially difficult for the restaurant industry, Kristin Canty — farm owner, advocate for small farmers, and restaurateur — shares how she’s listening to the needs of her customers. Read her story now.
Meet Gary Sica. As Senior Managing Director of KLS, A Division of Boston Private based in New York City, spending more time with family has been his latest source of daily inspiration.
Read how Build Health International is leveraging their past expertise to provide open-access resources, and how they’re working directly with frontline partners to design and build infrastructure to fight the pandemic.
We are pleased to announce that James M. Griffith has joined Boston Private as Northern California Wealth Market Leader. A seasoned wealth advisor, Mr. Griffith will work with high-net-worth clients and family offices to deliver comprehensive financial advice and solutions. He will also oversee wealth management operations in the Northern California region. Read more here:
We’re honored that readers of Massachusetts Lawyers Weekly voted Boston Private as their preferred private bank and the best provider of attorney escrow services. We’re proud to deliver advice and solutions designed to help lawyers and law firms achieve their goals.
In the Perspectives magazine, Daniel Lopez, Relationship Manager based in Miami, FL, shares how helping clients through turbulent times is the essence of his role as a fiduciary.
Values-based investing is gaining more attention, but knowing the difference between SRI, ESG and Impact Investing – and deciding which may be right for you – can be confusing. Our Director of Manager Search & Selection Emmett Maguire breaks down each strategy in Kiplinger:
As an executive, your financial life has many strategic components and considerations. With the help of a wealth advisor, you’ll be able to pay more attention to personal life goals all while keeping track of the many moving parts.