Boston Private Opens New Miami Office, Continues Growth Goals
Boston Private has opened a new office in downtown Miami as part of its strategy for growing assets under management to $50 billion in the wealth management division by 2022.
Personnel File
From new VPs to fresh project managers, see who’s been hired, promoted and honored: it’s The Personnel File.
Boston Private Opens New San Francisco Office
Boston Private has opened a new office in downtown San Francisco at 255 Battery St.
Personnel File
Members of the banking and real estate communities have been on the move in recent weeks. See who’s been promoted and hired!
Ex-Boston Private Exec Lands at Congress Wealth Management
Former president of Boston Private Wealth Scott Dell’Orfano has landed on his feet after departing the bank earlier this year.
Boston Private Completes Integration of Subsidiary KLS
Boston Private is now one of the largest registered investment advisors in the United States as measured by client assets with the formal integration of its subsidiary, KLS Professional Advisors Group.
Personnel File
Members of the banking, legal and real estate communities advanced professionally in recent weeks. See who’s been hired and promoted in this week’s Personnel File.
Wealth Firm Hires Ex-NBA Player, Boston Private Exec as West Coast Managing Partner
Congress Wealth Management has hired two former Boston Private executives, one of whom is a former NBA journeyman, to run its West Coast operations.
Boston Private to Consolidate One of Last Remaining Wealth Affiliates
Boston Private has begun the process of consolidating one of its last wealth affiliates, KLS Professional Services, as the company continues to forge a new path ahead.
Boston Private Makes Two More Hires to Help with Business Development
Boston Private has added two more to its growing team.
Boston Private Sets Ambitious Growth Plan
Boston Private CEO Anthony DeChellis has unveiled an aggressive expansion plan that would see the bank triple its assets under management in its wealth management and trust division from roughly $16 billion now to about $50 billion by 2022 and grow the actual size of the bank grow from a roughly $8.4 billion in assets under management to $11.2 billion.
Boston Private Hires New Managing Director
Boston Private continues to bring in new faces. The company announced yesterday that it has hired Emmett Maguire III as managing director of search and selection, a role that will be a key part of the firm’s strategic expansion
BankFive Receives Outstanding Score on CRA Exam
Fall River-based BankFive has received an outstanding on its most recent Community Reinvestment Act evaluation.
Boston Private Closes Wealth Management Offices in Florida and Wisconsin
The closures come as new Boston Private President and CEO Anthony DeChellis continues to take a hard look at the bank’s strategy, and as the bank reported $963 million in negative net flows in the wealth management business between Boston Private and its affiliate partners.
Boston Private Hires New General Counsel
Boston Private has hired a new general counsel who will have oversight of several key control functions including legal and compliance, and administrative oversight of internal audit.
Personnel File
See who’s on the move in the banking and real estate industries.
Boston Private Adds Two Citigroup Executives
Out with the old and in with the new. That seems to be the approach Anthony DeChellis has taken since becoming the new president and CEO of Boston Private, and it shows no sign of abating.
Shakeup at Boston Private as Longtime Execs to Leave Company
Since new CEO Anthony DeChellis came aboard, Boston Private’s executive team has gone through a number of changes. But up until this point, it has been mostly through new hires and positions.
Boston Private Adds to C-Suite With New Tech Hire
New CEO and President Anthony DeChellis continues to mix up the senior management structure at Boston Private, this time creating a new role to oversee technology and operations at the bank.
New Boston Private CEO Says Company Has ‘Receptivity’ for Change
Under the rein of former CEO Clay Deutsch, Boston Private and its parent company went through a great deal of change, as the company refocused its wealth management and private banking segments.
