March 23, 2017 5:03 PM ET

Banks

Company Overview of Boston Private Bank & Trust Company

Company Overview

Boston Private Bank & Trust Company provides wealth management and private banking services in the United States. It offers deposit and cash management products and services, including personal banking, business banking, cash management, online banking, and mobile banking; residential mortgage products and services, such as mortgage programs and loan servicing; and wealth management products and services, including investment management, wealth advisory and planning, and family office and financial administration. The company also provides trust and fiduciary services, such as trust administration, specialty asset management, estate and trust settlement, guardianship and conservatorship of e...

10 Post Office Square

Boston, MA 02109

United States

Founded in 1983

Phone:

617-912-1900

Fax:

617-912-4550

Key Executives for Boston Private Bank & Trust Company

Chief Executive Officer and Director
Age: 61
President, Chief Operating Officer and Director
Chief Financial Officer and Director
Age: 52
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 2016.

Boston Private Bank & Trust Company Key Developments

Boston Private Announces Executive Appointments

Boston Private has added Kevin Campbell and Vincent Vanacore to the company's growing commercial lending team in Southern California. Campbell has been appointed Market Leader, Commercial Banking and is based in Los Angeles, California. Vanacore has been appointed Vice President, Commercial Lending, focusing on supporting privately held businesses in Southern California.

Boston Private Bank & Trust Company Presents at The 2nd Annual Real Estate Family Office and Private Wealth Management Forum (West), May-06-2016 10:30 AM

Boston Private Bank & Trust Company Presents at The 2nd Annual Real Estate Family Office and Private Wealth Management Forum (West), May-06-2016 10:30 AM. Venue: Hyatt Regency, Huntington Beach, California, United States. Speakers: Matt Olsen, Vice President.

Boston Private Announces Executive Promotions

Boston Private announced several strategic promotions. The moves are part of a new executive leadership structure, and support a more unified and integrated Boston Private organization. George Schwartz, President of Boston Private Bank & Trust Company, assumes the newly created position of CEO of the Private Banking Group, reporting directly to Clayton G. Deutsch, CEO of Boston Private. Mr. Schwartz joined Boston Private Bank’s leadership team in 1998 and has helped lead its expansion from $300 million to $7 billion. He has held the positions of Chief Operating Officer and Treasurer, and has been responsible over that time for deposit management, CRA, mortgage, trust, treasury, marketing, technology, geographic expansion and developing the Bank’s client service model. In his new role, Mr. Schwartz is responsible for the overall strategic direction of the Private Banking Group, including the Deposit & Cash Management, Residential Mortgage and Commercial Lending business lines. James Brown and Torrance Childs have been named Co-presidents of the Private Banking Group. These are newly created positions, reporting to George Schwartz. Mr. Brown continues to lead Boston Private’s Commercial Banking Group and Mr. Childs retains his position as the company’s National Director of Deposit Management. Mr. Childs has also been appointed to Boston Private Bank’s board of directors. Mr. Schwartz, Mr. Brown and Mr. Childs are responsible for the overall strategic direction of the Private Banking Group, and in conjunction with Corey Griffin, CEO of Boston Private Wealth, will collectively focus on delivering a fully integrated private banking and wealth management experience. All four are based in Boston. Gisela LoPiano and Robert Nentwig have each been promoted to Executive Vice President in the Commercial Banking Group. Ms. LoPiano serves as the Commercial Banking Group’s East Coast Market Leader and Mr. Nentwig as the Group’s West Coast Market Leader. Nicholas Hofer has been promoted to Executive Vice President in the Private Clients Group, based out of Boston Private’s San Francisco and San Mateo, Calif., offices. Mr. Hofer continues to serve as the company’s West Coast Market Leader. Ms. LoPiano, Mr. Nentwig and Mr. Hofer are charged with leading the execution of Boston Private’s client development strategy, and the growth and development of the Company’s client base across markets.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
June 22, 2016
Boston Private Bank & Trust Company, Two Branches in Granada Hills and Burbank, California
 

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