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BOSTON PRIVATE
Boston Private is a leading wealth management, trust, and private banking company serving customers in Boston, San Francisco, LA, New York, and Palm Beach. DIGITAL BANKING LOGIN The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirement DOCUMENTATION NEEDED BEFORE APPLYING FOR A PPP LOAN Please gather and provide all supporting documentation including payroll information with your application. Below is a full list of Required Documentation. It is very important that you have all the necessary documents prepared when you are ready to submit.BOSTON PRIVATE
Boston Private
WIRE TRANSFER
The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementGARRETT MANCINI
Garrett Mancini, CFA®. Managing Director Head of Fixed Income New England. 617-223-0246. 617-223-0246. Send a Message. Garrett Mancini serves as the Head of Fixed Income at Boston Private Wealth. He is responsible for the creation and implementation of Boston Private Wealth’s Fixed Income strategies. His responsibilities includecredit
GARY SICA - BOSTON PRIVATE Gary Sica is the Senior Managing Director of KLS, a Division of Boston Private. Mr. Sica joined KLS in December 2005 after working at Wealth and Tax Advisory Services, Inc. as an experienced Tax Manager advising high net worth individuals and families on income and estate taxmatters.
BILL WOODSON
Mr. Woodson is Executive Vice President, Head of Wealth Advisory and Family Office Services for Boston Private. He has more than 25 years of experience within financial services and joined Boston Private from Citigroup where he served as head of the Family Office Group for Citi Private Bank in North America.JOHN MCGUINNESS
John J. McGuinness III is a Managing Director and Relationship Manager for Boston Private. He brings more than 30 years of wealth management experience in both enterprise management and client facing positions. Mr. McGuinness is responsible for working with individuals, families and their family offices in delivering Boston Private’s advisory, planning, liquidity and credit services forSHANNON SACCOCIA
Shannon Saccocia serves as the firm’s Chief Investment Officer, and is responsible for setting the overall investment strategy for the firm. She oversees the asset allocation, research, portfolio management, external manager search and selection, portfolio implementation, trading, and investment risk management functions.BOSTON PRIVATE
Boston Private is a leading wealth management, trust, and private banking company serving customers in Boston, San Francisco, LA, New York, and Palm Beach. DIGITAL BANKING LOGIN The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirement DOCUMENTATION NEEDED BEFORE APPLYING FOR A PPP LOAN Please gather and provide all supporting documentation including payroll information with your application. Below is a full list of Required Documentation. It is very important that you have all the necessary documents prepared when you are ready to submit.BOSTON PRIVATE
Boston Private
WIRE TRANSFER
The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementGARRETT MANCINI
Garrett Mancini, CFA®. Managing Director Head of Fixed Income New England. 617-223-0246. 617-223-0246. Send a Message. Garrett Mancini serves as the Head of Fixed Income at Boston Private Wealth. He is responsible for the creation and implementation of Boston Private Wealth’s Fixed Income strategies. His responsibilities includecredit
GARY SICA - BOSTON PRIVATE Gary Sica is the Senior Managing Director of KLS, a Division of Boston Private. Mr. Sica joined KLS in December 2005 after working at Wealth and Tax Advisory Services, Inc. as an experienced Tax Manager advising high net worth individuals and families on income and estate taxmatters.
BILL WOODSON
Mr. Woodson is Executive Vice President, Head of Wealth Advisory and Family Office Services for Boston Private. He has more than 25 years of experience within financial services and joined Boston Private from Citigroup where he served as head of the Family Office Group for Citi Private Bank in North America.JOHN MCGUINNESS
John J. McGuinness III is a Managing Director and Relationship Manager for Boston Private. He brings more than 30 years of wealth management experience in both enterprise management and client facing positions. Mr. McGuinness is responsible for working with individuals, families and their family offices in delivering Boston Private’s advisory, planning, liquidity and credit services forSHANNON SACCOCIA
Shannon Saccocia serves as the firm’s Chief Investment Officer, and is responsible for setting the overall investment strategy for the firm. She oversees the asset allocation, research, portfolio management, external manager search and selection, portfolio implementation, trading, and investment risk management functions. THE WHY OF WEALTH REPORT Uncovering the evolving definition of wealth. The report captures the current sentiment of high-net-worth individuals with insights on topics such as: Generational variations in attitudes and motivations. The impact the pandemic had on priorities and philanthropy. The unique mindset of the innovation economy ecosystem. For the latest findings MANAGING YOUR DEBIT CARD WITHIN DIGITAL BANKING The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementWIRE TRANSFER
The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementALLISON BAIRD
Allison Baird. Chief Marketing Officer New England. 617-502-9440. 617-502-9440. Send a Message. Allison Baird is a seasoned leader with deep expertise in wealth management, retirement, banking and asset management businesses. Ms. Baird joined the Company in June 2016 as Senior Vice President of Marketing and Client Development. In Februaryof
GARY SICA - BOSTON PRIVATE Gary Sica is the Senior Managing Director of KLS, a Division of Boston Private. Mr. Sica joined KLS in December 2005 after working at Wealth and Tax Advisory Services, Inc. as an experienced Tax Manager advising high net worth individuals and families on income and estate taxmatters.
SHANNON SACCOCIA
Shannon Saccocia serves as the firm’s Chief Investment Officer, and is responsible for setting the overall investment strategy for the firm. She oversees the asset allocation, research, portfolio management, external manager search and selection, portfolio implementation, trading, and investment risk management functions.PAUL SIMONS
Paul M. Simons. President of Private Banking, Wealth & Trust New England. 617-912-1990. 617-912-1990. Mr. Simons joined the Company in December 2018 and is President of Private Banking, Wealth & Trust. With over 30 years of experience in the financial services sector, he has demonstrated expertise and leadership in virtually every aspect ofDENISE PIPER
Denise Piper is Senior Vice President and Head of Western Region Corporate Banking for Boston Private. She oversees the strategy and management of corporate banking services in Northern and Southern California, including lending, deposit and cash management. Ms. Piper is based in San Francisco. WIRE CALLBACK CHANGES Boston Private will no longer perform callbacks on each and every manual wire transfer. The only time a callback will be performed is if the transaction is suspected of fraud or if there are items that require clarification prior to sending, this includes wires initiated in person and through Digital Banking. RICHARD PEREZ JOINS BOSTON PRIVATE Boston Private is pleased to announce that Richard Perez has joined KLS, A Division of Boston Private. Mr. Perez joins as a Managing Director and Chief Strategist, responsible for advising family offices and closely-held business owners on investment strategy and portfolio execution. He is based in New York.BOSTON PRIVATE
Boston Private is a leading wealth management, trust, and private banking company serving customers in Boston, San Francisco, LA, New York, and Palm Beach. DIGITAL BANKING LOGIN The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementWIRE TRANSFER
The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementGARRETT MANCINI
Garrett Mancini, CFA®. Managing Director Head of Fixed Income New England. 617-223-0246. 617-223-0246. Send a Message. Garrett Mancini serves as the Head of Fixed Income at Boston Private Wealth. He is responsible for the creation and implementation of Boston Private Wealth’s Fixed Income strategies. His responsibilities includecredit
THATCHER FREEBORN
Thatcher Freeborn. Senior Vice President Non-Profit Firms Leader Commercial Lending New England. 617-912-3629. 617-912-3629. Send a Message. Caution: External Link. You are leaving the Boston Private website. By clicking "Continue" below, you will enter a website created, operated, and maintained by a private business ororganization.
RICHARD PEREZ JOINS BOSTON PRIVATE Boston Private is pleased to announce that Richard Perez has joined KLS, A Division of Boston Private. Mr. Perez joins as a Managing Director and Chief Strategist, responsible for advising family offices and closely-held business owners on investment strategy and portfolio execution. He is based in New York.MIAMI OFFICE
Miami Wealth Office. 1441 Brickell Avenue. Suite 1530. Miami, FL 33131. Get Directions. Send a Message. Open Hours for Office/ATM Location. Days (Office) and ATM. Business Hours. LEAVING TANGIBLE PERSONAL PROPERTY IN YOUR WILL Utilizing a tangible personal property memorandum, a separate document, can often be a more efficient tool. It allows you to change your mind without having to change your will or trust. In Massachusetts, and some other states, this document is binding upon death, so your personal representative must carry out what itdictates.
JOHN MCGUINNESS
John J. McGuinness III is a Managing Director and Relationship Manager for Boston Private. He brings more than 30 years of wealth management experience in both enterprise management and client facing positions. Mr. McGuinness is responsible for working with individuals, families and their family offices in delivering Boston Private’s advisory, planning, liquidity and credit services for THANK YOU AND FAREWELL TO OUR CEO CLAY DEUTSCH Thank you and farewell to our CEO Clay Deutsch. 11/20/2018. We couldn’t be more thankful to have had a dynamic leader like Clay at the helm for the past eight years. At the end of November Clay will retire as we welcome his successor Anthony DeChellis. We sat down with Clay and asked a few questions as he reflects on his time as CEO.BOSTON PRIVATE
Boston Private is a leading wealth management, trust, and private banking company serving customers in Boston, San Francisco, LA, New York, and Palm Beach. DIGITAL BANKING LOGIN The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementWIRE TRANSFER
The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementGARRETT MANCINI
Garrett Mancini, CFA®. Managing Director Head of Fixed Income New England. 617-223-0246. 617-223-0246. Send a Message. Garrett Mancini serves as the Head of Fixed Income at Boston Private Wealth. He is responsible for the creation and implementation of Boston Private Wealth’s Fixed Income strategies. His responsibilities includecredit
THATCHER FREEBORN
Thatcher Freeborn. Senior Vice President Non-Profit Firms Leader Commercial Lending New England. 617-912-3629. 617-912-3629. Send a Message. Caution: External Link. You are leaving the Boston Private website. By clicking "Continue" below, you will enter a website created, operated, and maintained by a private business ororganization.
RICHARD PEREZ JOINS BOSTON PRIVATE Boston Private is pleased to announce that Richard Perez has joined KLS, A Division of Boston Private. Mr. Perez joins as a Managing Director and Chief Strategist, responsible for advising family offices and closely-held business owners on investment strategy and portfolio execution. He is based in New York.MIAMI OFFICE
Miami Wealth Office. 1441 Brickell Avenue. Suite 1530. Miami, FL 33131. Get Directions. Send a Message. Open Hours for Office/ATM Location. Days (Office) and ATM. Business Hours. LEAVING TANGIBLE PERSONAL PROPERTY IN YOUR WILL Utilizing a tangible personal property memorandum, a separate document, can often be a more efficient tool. It allows you to change your mind without having to change your will or trust. In Massachusetts, and some other states, this document is binding upon death, so your personal representative must carry out what itdictates.
JOHN MCGUINNESS
John J. McGuinness III is a Managing Director and Relationship Manager for Boston Private. He brings more than 30 years of wealth management experience in both enterprise management and client facing positions. Mr. McGuinness is responsible for working with individuals, families and their family offices in delivering Boston Private’s advisory, planning, liquidity and credit services for THANK YOU AND FAREWELL TO OUR CEO CLAY DEUTSCH Thank you and farewell to our CEO Clay Deutsch. 11/20/2018. We couldn’t be more thankful to have had a dynamic leader like Clay at the helm for the past eight years. At the end of November Clay will retire as we welcome his successor Anthony DeChellis. We sat down with Clay and asked a few questions as he reflects on his time as CEO.OFFICE LISTING
617-646-4850. Prudential Center Banking Office. Boston Private. 800 Boylston Street, Suite 177. Boston MA 02199. 617-912-7300. Temporarily Closed. Seaport Banking Office. 157 Seaport Boulevard. THE VAULT - BOSTON PRIVATE Economic data in the U.S. continue to point to a strong recovery but the path to prosperity may prove uneven in the short term as some pockets of the economy respond faster to the significant fiscal and monetary stimulus than others. Read Post. Oscar-Winning Feature Film Banks on Boston Private. 5/14/21. Posted in In the News.MANAGEMENT TEAM
The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementIN THE NEWS
The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirement MANAGING YOUR DEBIT CARD WITHIN DIGITAL BANKING The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementEMPLOYEE DIRECTORY
Omari Alfred Assistant Office Manager 617-646-4885 Send a Message. Lisa Allen Client Development Officer II 781-804-1230 Send a Message. Maura Almy Chief Operating and Platform Officer 617-912-1918 Send a Message. Lynne Ames Senior Client Associate 617-223-0203 Send aMessage.
MARC TABAH - BOSTON PRIVATE In the News. We are pleased to announce the addition of Marc Tabah to the Boston Private team. 3/30/20. Mr. Tabah joins as a Managing Director, Senior Relationship Manager, responsible for delivering comprehensive, advisory solutions to high-net-worth individuals, family offices, endowments and foundations. He is based in New York. WIRE CALLBACK CHANGES Boston Private will no longer perform callbacks on each and every manual wire transfer. The only time a callback will be performed is if the transaction is suspected of fraud or if there are items that require clarification prior to sending, this includes wires initiated in person and through Digital Banking.PAUL SIMONS
Paul M. Simons. President of Private Banking, Wealth & Trust New England. 617-912-1990. 617-912-1990. Mr. Simons joined the Company in December 2018 and is President of Private Banking, Wealth & Trust. With over 30 years of experience in the financial services sector, he has demonstrated expertise and leadership in virtually every aspect ofSHANNON SACCOCIA
Shannon Saccocia serves as the firm’s Chief Investment Officer, and is responsible for setting the overall investment strategy for the firm. She oversees the asset allocation, research, portfolio management, external manager search and selection, portfolio implementation, trading, and investment risk management functions.BOSTON PRIVATE
Boston Private is a leading wealth management, trust, and private banking company serving customers in Boston, San Francisco, LA, New York, and Palm Beach. DIGITAL BANKING LOGIN The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirement THE VAULT - BOSTON PRIVATE Economic data in the U.S. continue to point to a strong recovery but the path to prosperity may prove uneven in the short term as some pockets of the economy respond faster to the significant fiscal and monetary stimulus than others. Read Post. Oscar-Winning Feature Film Banks on Boston Private. 5/14/21. Posted in In the News. DOCUMENTATION NEEDED BEFORE APPLYING FOR A PPP LOAN Please gather and provide all supporting documentation including payroll information with your application. Below is a full list of Required Documentation. It is very important that you have all the necessary documents prepared when you are ready to submit.BOSTON PRIVATE
Boston Private
WIRE TRANSFER
The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementGARRETT MANCINI
Garrett Mancini, CFA®. Managing Director Head of Fixed Income New England. 617-223-0246. 617-223-0246. Send a Message. Garrett Mancini serves as the Head of Fixed Income at Boston Private Wealth. He is responsible for the creation and implementation of Boston Private Wealth’s Fixed Income strategies. His responsibilities includecredit
GARY SICA - BOSTON PRIVATE Gary Sica is the Senior Managing Director of KLS, a Division of Boston Private. Mr. Sica joined KLS in December 2005 after working at Wealth and Tax Advisory Services, Inc. as an experienced Tax Manager advising high net worth individuals and families on income and estate taxmatters.
JOHN MCGUINNESS
John J. McGuinness III is a Managing Director and Relationship Manager for Boston Private. He brings more than 30 years of wealth management experience in both enterprise management and client facing positions. Mr. McGuinness is responsible for working with individuals, families and their family offices in delivering Boston Private’s advisory, planning, liquidity and credit services forSHANNON SACCOCIA
Shannon Saccocia serves as the firm’s Chief Investment Officer, and is responsible for setting the overall investment strategy for the firm. She oversees the asset allocation, research, portfolio management, external manager search and selection, portfolio implementation, trading, and investment risk management functions.BOSTON PRIVATE
Boston Private is a leading wealth management, trust, and private banking company serving customers in Boston, San Francisco, LA, New York, and Palm Beach. DIGITAL BANKING LOGIN The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirement THE VAULT - BOSTON PRIVATE Economic data in the U.S. continue to point to a strong recovery but the path to prosperity may prove uneven in the short term as some pockets of the economy respond faster to the significant fiscal and monetary stimulus than others. Read Post. Oscar-Winning Feature Film Banks on Boston Private. 5/14/21. Posted in In the News. DOCUMENTATION NEEDED BEFORE APPLYING FOR A PPP LOAN Please gather and provide all supporting documentation including payroll information with your application. Below is a full list of Required Documentation. It is very important that you have all the necessary documents prepared when you are ready to submit.BOSTON PRIVATE
Boston Private
WIRE TRANSFER
The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementGARRETT MANCINI
Garrett Mancini, CFA®. Managing Director Head of Fixed Income New England. 617-223-0246. 617-223-0246. Send a Message. Garrett Mancini serves as the Head of Fixed Income at Boston Private Wealth. He is responsible for the creation and implementation of Boston Private Wealth’s Fixed Income strategies. His responsibilities includecredit
GARY SICA - BOSTON PRIVATE Gary Sica is the Senior Managing Director of KLS, a Division of Boston Private. Mr. Sica joined KLS in December 2005 after working at Wealth and Tax Advisory Services, Inc. as an experienced Tax Manager advising high net worth individuals and families on income and estate taxmatters.
JOHN MCGUINNESS
John J. McGuinness III is a Managing Director and Relationship Manager for Boston Private. He brings more than 30 years of wealth management experience in both enterprise management and client facing positions. Mr. McGuinness is responsible for working with individuals, families and their family offices in delivering Boston Private’s advisory, planning, liquidity and credit services forSHANNON SACCOCIA
Shannon Saccocia serves as the firm’s Chief Investment Officer, and is responsible for setting the overall investment strategy for the firm. She oversees the asset allocation, research, portfolio management, external manager search and selection, portfolio implementation, trading, and investment risk management functions.OFFICE LISTING
617-646-4850. Prudential Center Banking Office. Boston Private. 800 Boylston Street, Suite 177. Boston MA 02199. 617-912-7300. Temporarily Closed. Seaport Banking Office. 157 Seaport Boulevard. MANAGING YOUR DEBIT CARD WITHIN DIGITAL BANKING The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirement FINANCIAL STRENGTH & HIGHLIGHTS All financial information found on this page pertains to Boston Private Bank & Trust Company and is accurate as of March 31, 2021. **As part of an independent third-party assessment of Boston Private Bank & Trust Company, IDC Financial Publishing, Inc. (IDC), a bank rating agency, has been rating the safety and soundness of banks since1985.
LEXINGTON BANKING OFFICE The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirement GARY SICA - BOSTON PRIVATE Gary Sica is the Senior Managing Director of KLS, a Division of Boston Private. Mr. Sica joined KLS in December 2005 after working at Wealth and Tax Advisory Services, Inc. as an experienced Tax Manager advising high net worth individuals and families on income and estate taxmatters.
SHANNON SACCOCIA
Shannon Saccocia serves as the firm’s Chief Investment Officer, and is responsible for setting the overall investment strategy for the firm. She oversees the asset allocation, research, portfolio management, external manager search and selection, portfolio implementation, trading, and investment risk management functions.DENISE PIPER
Denise Piper is Senior Vice President and Head of Western Region Corporate Banking for Boston Private. She oversees the strategy and management of corporate banking services in Northern and Southern California, including lending, deposit and cash management. Ms. Piper is based in San Francisco. WIRE CALLBACK CHANGES Boston Private will no longer perform callbacks on each and every manual wire transfer. The only time a callback will be performed is if the transaction is suspected of fraud or if there are items that require clarification prior to sending, this includes wires initiated in person and through Digital Banking. LEAVING TANGIBLE PERSONAL PROPERTY IN YOUR WILL Utilizing a tangible personal property memorandum, a separate document, can often be a more efficient tool. It allows you to change your mind without having to change your will or trust. In Massachusetts, and some other states, this document is binding upon death, so your personal representative must carry out what itdictates.
INCOMING WIRE TRANSFER INSTRUCTIONS Incoming Wire Transfer Instructions. General information is provided below along with a form that you may download from the button above to complete and provide to your transferring institution. *Note that you must also supply the Beneficiary's Name and Account Number to the transferring institution to include in the wire instructions.BOSTON PRIVATE
Boston Private is a leading wealth management, trust, and private banking company serving customers in Boston, San Francisco, LA, New York, and Palm Beach. DIGITAL BANKING LOGIN The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementOFFICE LISTING
617-646-4850. Prudential Center Banking Office. Boston Private. 800 Boylston Street, Suite 177. Boston MA 02199. 617-912-7300. Temporarily Closed. Seaport Banking Office. 157 Seaport Boulevard. PPP - BOSTON PRIVATE The SBA has announced the repeal of the EIDL Advance Deduction Requirement for SBA PPP Loan Forgiveness. If you did not draw from the first round of the Paycheck Protection Program in 2020, and you are a Boston Private client, you will now be able to apply for a first draw PPP loan. Existing PPP Loan borrowers could be eligible for a second DOCUMENTATION NEEDED BEFORE APPLYING FOR A PPP LOAN Please gather and provide all supporting documentation including payroll information with your application. Below is a full list of Required Documentation. It is very important that you have all the necessary documents prepared when you are ready to submit.WIRE TRANSFER
The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementGARRETT MANCINI
Garrett Mancini, CFA®. Managing Director Head of Fixed Income New England. 617-223-0246. 617-223-0246. Send a Message. Garrett Mancini serves as the Head of Fixed Income at Boston Private Wealth. He is responsible for the creation and implementation of Boston Private Wealth’s Fixed Income strategies. His responsibilities includecredit
RICHARD PEREZ JOINS BOSTON PRIVATE Boston Private is pleased to announce that Richard Perez has joined KLS, A Division of Boston Private. Mr. Perez joins as a Managing Director and Chief Strategist, responsible for advising family offices and closely-held business owners on investment strategy and portfolio execution. He is based in New York. LEAVING TANGIBLE PERSONAL PROPERTY IN YOUR WILL Utilizing a tangible personal property memorandum, a separate document, can often be a more efficient tool. It allows you to change your mind without having to change your will or trust. In Massachusetts, and some other states, this document is binding upon death, so your personal representative must carry out what itdictates.
JOHN MCGUINNESS
John J. McGuinness III is a Managing Director and Relationship Manager for Boston Private. He brings more than 30 years of wealth management experience in both enterprise management and client facing positions. Mr. McGuinness is responsible for working with individuals, families and their family offices in delivering Boston Private’s advisory, planning, liquidity and credit services forBOSTON PRIVATE
Boston Private is a leading wealth management, trust, and private banking company serving customers in Boston, San Francisco, LA, New York, and Palm Beach. DIGITAL BANKING LOGIN The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementOFFICE LISTING
617-646-4850. Prudential Center Banking Office. Boston Private. 800 Boylston Street, Suite 177. Boston MA 02199. 617-912-7300. Temporarily Closed. Seaport Banking Office. 157 Seaport Boulevard. PPP - BOSTON PRIVATE The SBA has announced the repeal of the EIDL Advance Deduction Requirement for SBA PPP Loan Forgiveness. If you did not draw from the first round of the Paycheck Protection Program in 2020, and you are a Boston Private client, you will now be able to apply for a first draw PPP loan. Existing PPP Loan borrowers could be eligible for a second DOCUMENTATION NEEDED BEFORE APPLYING FOR A PPP LOAN Please gather and provide all supporting documentation including payroll information with your application. Below is a full list of Required Documentation. It is very important that you have all the necessary documents prepared when you are ready to submit.WIRE TRANSFER
The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementGARRETT MANCINI
Garrett Mancini, CFA®. Managing Director Head of Fixed Income New England. 617-223-0246. 617-223-0246. Send a Message. Garrett Mancini serves as the Head of Fixed Income at Boston Private Wealth. He is responsible for the creation and implementation of Boston Private Wealth’s Fixed Income strategies. His responsibilities includecredit
RICHARD PEREZ JOINS BOSTON PRIVATE Boston Private is pleased to announce that Richard Perez has joined KLS, A Division of Boston Private. Mr. Perez joins as a Managing Director and Chief Strategist, responsible for advising family offices and closely-held business owners on investment strategy and portfolio execution. He is based in New York. LEAVING TANGIBLE PERSONAL PROPERTY IN YOUR WILL Utilizing a tangible personal property memorandum, a separate document, can often be a more efficient tool. It allows you to change your mind without having to change your will or trust. In Massachusetts, and some other states, this document is binding upon death, so your personal representative must carry out what itdictates.
JOHN MCGUINNESS
John J. McGuinness III is a Managing Director and Relationship Manager for Boston Private. He brings more than 30 years of wealth management experience in both enterprise management and client facing positions. Mr. McGuinness is responsible for working with individuals, families and their family offices in delivering Boston Private’s advisory, planning, liquidity and credit services for THE VAULT - BOSTON PRIVATE The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementIN THE NEWS
Independent Proxy Advisory Firm Egan-Jones Joins ISS and Glass Lewis in Recommending that Boston Private Shareholders Vote “FOR” the Proposed Transaction with SVB Financial. 4/26/21. Boston Private Reminds Shareholders To Vote “FOR” the Financially and Strategically Compelling Transaction with SVB Financial at the April27 Special Meeting.
PAYCHECK PROTECTION PROGRAM FAQ Frequently asked questions about The Paycheck Protection Program. The Paycheck Protection Program provides forgivable loans to small businesses to help them pay their employees and cover other eligible expenses during the COVID-19 crisis. Loans are up to $10 million and can be forgiven for the full amount.MANAGEMENT TEAM
The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirement DOCUMENTATION NEEDED BEFORE APPLYING FOR A PPP LOAN Please gather and provide all supporting documentation including payroll information with your application. Below is a full list of Required Documentation. It is very important that you have all the necessary documents prepared when you are ready to submit.PALO ALTO OFFICE
The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirementSHANNON SACCOCIA
Shannon Saccocia serves as the firm’s Chief Investment Officer, and is responsible for setting the overall investment strategy for the firm. She oversees the asset allocation, research, portfolio management, external manager search and selection, portfolio implementation, trading, and investment risk management functions. WIRE CALLBACK CHANGES Boston Private will no longer perform callbacks on each and every manual wire transfer. The only time a callback will be performed is if the transaction is suspected of fraud or if there are items that require clarification prior to sending, this includes wires initiated in person and through Digital Banking.ROBERT ROBINSON
Bob has extensive experience in investment management, business development, real estate and lending. Bob joined Boston Private after successful stints at Oppenheimer and BNY Mellon, where he provided investment management, wealth and estate planning to successful individuals and families, family offices, corporate plans, endowmentand foundations.
DEBORAH F. KUENSTNER Ms. Kuenstner is the Chief Investment Officer of Wellesley College. Before joining Wellesley College in February of 2009, Ms. Kuenstner was Chief Investment Officer and Vice President of Investment Management at Brandeis University from 2007 to January 2009. Prior to working at Brandeis, Ms. Kuenstner was Managing Director of Researchfor
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Avoiding Life Insurance Pitfalls article Insight & Opinion Incorporating life insurance policy reviews into your estate planning discussions is an effective way to be sure your policy remains in sync with your family’s needs. Insurance discussions are especially important if you have a taxable estate, which is often more common than you may realize. Katherine M. Sheehan, Managing Director at Boston Private shares her strategies to avoid common insurancepitfalls.
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The WHY of Wealth Survey 2021 article Insight & Opinion On the heels of our 2018 findings, the 2021 WHY of Wealth® Survey digs into the evolving priorities, perceptions and beliefs that define our relationship with wealth. We examine the influence one’s age and profession have on wealth perception as well as the significant change in attitudes brought about by the COVID-19 pandemic.Learn More
Take It to the Limit article Insight & Opinion Economic data in the U.S. continue to point to a strong recovery but the path to prosperity may prove uneven in the short term as some pockets of the economy respond faster to the significant fiscal and monetary stimulus than others.Learn More
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Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company. Boston Private Bank & Trust Company, its parent, its subsidiaries, and their staff, do not provide accounting services or legal advice. You should consult with your legal professional or tax preparer prior to taking any action relating to the subject matter contained on thiswebsite.
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