Investor Relations

Press Release

Boston Private Expands Florida Presence with New Miami Office

Company Release - 1/21/2020 9:00 AM ET

BOSTON--(BUSINESS WIRE)-- Boston Private, a leading provider of integrated wealth management, trust and banking services, today announced the opening of a new office in downtown Miami. This is the firm’s second South Florida location; the first opened in Palm Beach Garden in 2014.

The office, located in the Four Seasons Hotel Office Tower at 1441 Brickell Avenue, will provide access to Boston Private’s holistic wealth management solutions for high-net-worth individuals and family offices, as well as endowments and foundations.

Boston Private’s investment in Miami supports ambitious growth goals set forth by the company’s leadership in May of 2019. The firm has hired several advisors and administrative staff to serve the region, with plans to hire more.

“Miami is an important wealth market in the country and we are thrilled to bring our thoughtful advice and exceptional service to clients in the area,” said Anthony DeChellis, CEO of Boston Private. “We look forward to helping more Florida-based clients navigate the challenges and opportunities that come with substantial wealth.”

In addition to the two Florida locations, Boston Private also serves clients with offices in Boston, New York, San Francisco and Los Angeles.

About Boston Private
Boston Private is a leading provider of integrated wealth management, trust and banking services to high-net-worth individuals, families, businesses and nonprofits.

For more than 30 years, Boston Private has delivered comprehensive advice coupled with deep technical expertise to help clients simplify their lives and achieve their goals. The firm offers the capabilities of a large institution with the superior service of a boutique to clients across the United States.

Boston Private is the corporate brand of Boston Private Financial Holdings, Inc. (NASDAQ:BPFH). For more information, visit https://www.bostonprivate.com/.

Private banking and trust services are provided through Boston Private Bank & Trust Company, a Massachusetts chartered trust company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly-owned subsidiary of Boston Private Bank & Trust Company. Some Boston Private offices do not offer all services.

Investments are Not FDIC Insured, Not Guaranteed and May Lose Value.

MEDIA:
Lucy Muscarella
617-912-4402
lmuscarella@bostonprivate.com

INVESTORS:
Adam Bromley
617-912-4386
abromley@bostonprivate.com

Source: Boston Private

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