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September 05, 2015 5:16 AM ET


Company Overview of Boston Private Bank & Trust Company

Company Overview

Boston Private Bank & Trust Company provides personal and business related banking services. It provides deposit and cash management services, such as debit card and ATM services, online banking, wire transfers, liquidity management, escrow services, fund transfer services, and sweep accounts, as well as checking, money market, and certificates of deposit accounts; residential mortgage services; commercial and industrial lending services; and investment management and trust services. The company also offers acquisition financing for commercial real estate, including office buildings, mixed-use properties, retail properties, apartment buildings, and industrial/warehouse space; construction fi...

Ten Post Office Square

Boston, MA 02109

United States

Founded in 1983





Key Executives for Boston Private Bank & Trust Company

Chief Executive Officer, President and Director
Age: 58
Chief Financial Officer and Director
Age: 51
Chief Operating Officer, Executive Vice President and Director
Chief Executive Officer of Pacific Northwest Region and President of Pacific Northwest Region
Chief Information Officer and Senior Vice President
Compensation as of Fiscal Year 2015.

Boston Private Bank & Trust Company Key Developments

Boston Private Financial Holdings and Boston Private Bank & Trust Appoints Lizabeth H. Zlatkus to its Board of Directors

Boston Private Financial Holdings, Inc. announced the appointment of Lizabeth H. Zlatkus to its Board of Directors. Ms. Zlatkus was also elected to the Board of Directors of Boston Private Bank & Trust Company, a wholly owned subsidiary of the Company. Liz brings extensive experience in the financial services arena where she has played pivotal roles in regulation and governance, and has deep experience in finance and risk management matters. She is a financial expert who has served as the Chief Financial Officer and Chief Risk Officer at The Hartford Financial Services Group. Ms. Zlatkus spent 28 years with The Hartford Financial Services Group where she held many executive leadership positions, including Chief Financial Officer and Chief Risk Officer, as well as Co-Chief Operating Officer of Hartford Life Insurance Companies, and President of the International Wealth Management and Group Benefits Divisions of Hartford Life. She is on the Board of Directors of Legal & General Group, PLC.

Boston Private Bank & Trust Company Appoints David J. Kaye as Chief Financial Officer

On April 29, 2015, Boston Financial Holdings Inc. announced that David J. Kaye, Chief Financial and Administrative Officer, has also been named Chief Financial Officer of Boston Private Bank & Trust Company.

Royal Bank And Canadian Imperial Reportedly Eyes Stake In Boston Private

Royal Bank of Canada (TSX:RY) and Canadian Imperial Bank of Commerce (TSX:CM) is looking to acquire Boston Private Bank & Trust Company, according to people familiar with the matter, underscoring Canadian lenders’ growing interest in expanding their U.S. wealth-management businesses. Royal Bank was in active talks to acquire Boston Private before reaching a deal to buy another U.S.-based lender last month, two people said. One of them said RBC ultimately decided that Boston Private wasn’t a good fit because it wanted a wealth-management platform, not a private banking platform. Canadian Imperial Bank of Commerce also had Boston Private on a list of potential acquisition targets, a third person said. It is unclear whether Boston Private is running an active auction process. RBC and Boston Private declined to comment. “We don’t comment on rumors or speculation,” said Canadian Imperial spokesman Kevin Dove.

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