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Boston Private Financial Holdings

bostonprivate.com

Founded Year

1988

Stage

Acq - P2P | Acquired

Valuation

$0000 

About Boston Private Financial Holdings

Boston Private Financial Holdings is a financial and retail banking company based in Boston, Massachusetts. On July 1, 2021, Boston Private Financial Holdings was acquired by Silicon Valley Bank.

Headquarters Location

Ten Post Office Square

Boston, Massachusetts, 02109,

United States

617-912-3799

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Boston Private Financial Holdings Patents

Boston Private Financial Holdings has filed 9 patents.

patents chart

Application Date

Grant Date

Title

Related Topics

Status

11/22/2016

3/9/2021

Microscopy, Medical imaging, Spectroscopy, Fiber optics, Microwave technology

Grant

Application Date

11/22/2016

Grant Date

3/9/2021

Title

Related Topics

Microscopy, Medical imaging, Spectroscopy, Fiber optics, Microwave technology

Status

Grant

Latest Boston Private Financial Holdings News

Shannon McAllister joins UBS Private Wealth as Financial Advisor in Boston

Jun 20, 2023

3 minute read BOSTON–(BUSINESS WIRE)–UBS today announced that Shannon McAllister has joined the firm as a Financial Advisor in the Boston Private Wealth Management office. She joins the UBS Greater Boston Market, managed by Jim Ducey, and reports to Market Director Max Bardeen. “On behalf of UBS, we’re thrilled to welcome Shannon to the firm,” said Max Bardeen. “We continue to focus on recruiting and retaining the industry’s most productive advisors, and with our suite of ultra high net worth capabilities, we’re confident advisors like Shannon will enhance our ability to deliver comprehensive, tailored financial advice to clients in this important market.” Shannon brings more than two decades of banking and wealth planning experience providing financial advice to individuals and business leaders. She focuses on developing and overseeing every detail of successful client relationships, offering highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet. Prior to joining UBS, Shannon served as a Managing Director and Relationship Manager at First Republic Bank, Private Banker and team lead at J.P. Morgan, and Wealth Advisor at Athena Capital LLC and The RINET Company, both independent multi-family offices. She began her career as a Financial Advisor with Ayco, a Goldman Sachs company, in New York. Shannon graduated magna cum laude from Union College with a double major in Mathematics and Managerial Economics and was elected into Omicron Delta Epsilon, International Honors Society in Economics. She was Vice Chair of the USGA US Open 2022, and is an active fundraiser for the Brookline Community Foundation PAC, the Ireland Funds, the Esplanade Association, Girls on the Run and the American Cancer Society. Shannon is also involved with the Boston Estate Planning Council as well as several commercial real estate business associations, including CREW, NAIOP, and REFA. Notes to Editors About UBS UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook. UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 29% in Switzerland, 20% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE). © UBS 2023. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Contacts

Boston Private Financial Holdings Frequently Asked Questions (FAQ)

  • When was Boston Private Financial Holdings founded?

    Boston Private Financial Holdings was founded in 1988.

  • Where is Boston Private Financial Holdings's headquarters?

    Boston Private Financial Holdings's headquarters is located at Ten Post Office Square, Boston.

  • What is Boston Private Financial Holdings's latest funding round?

    Boston Private Financial Holdings's latest funding round is Acq - P2P.

  • Who are the investors of Boston Private Financial Holdings?

    Investors of Boston Private Financial Holdings include Silicon Valley Bank and Carlyle.

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