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
Founded in 1983
Boston Private Bank & Trust Company Announces Executive Changes
Mar 21 13
Boston Private Bank & Trust Company announced changes to its leadership group. These changes affect staff in senior management and market leadership roles on both the East and West Coasts. New roles include: James C. Brown, EVP, Director of Commercial Banking and Credit Management; Gisela A. LoPiano, SVP, Chief Lending Officer, East Coast; Robert J. Nentwig, SVP, Chief Lending Officer, West Coast; George G. Schwartz, EVP, Chief Operating Officer; Torrance Childs, SVP, National Director of Deposit Management; Mary K. Fischer, SVP, Director of West Coast Banking Offices; Nicholas A.R. Hofer, SVP, West Coast Business Leader; Jeremy F. Parker, SVP, Treasurer; John J. Sullivan, EVP, Investment Management & Trust and Residential Mortgage; Elizabeth W. Worrick, SVP, National Residential Mortgage Sales Manager. In addition, the following individuals have been appointed to the Bank's Policy Group, which consists of Boston Private Bank's senior management and department heads who oversee the day-to-day management of the Bank and sets its overall policy and strategic direction. Thomas K. Anderson, CFA, SVP, Chief Investment Officer; Gisela A. LoPiano, SVP, Chief Lending Officer, East Coast; Robert J. Nentwig, SVP, Chief Lending Officer, West Coast; Jeremy F. Parker, SVP, Treasurer; Jennifer M. Willis, SVP, Director of Marketing.
Boston Private Bank & Trust Company Appoints Kavey as Vice President and Sales Professional
Mar 19 13
Patrick Kavey has joined Boston Private Bank & Trust Company in its investment management, wealth advisory and trust services group as vice president and sales professional. Kavey has more than 12 years of investment management experience and will be responsible for new business acquisition in support of the company's expansion in the New England area. Prior to joining Boston Private Bank & Trust Co., Kavey was a vice president at Fidelity Investments. He also served as vice president at Bank of NY Mellon and vice president at GW & Wade. Prior to those positions, he was director of the education and government markets at Accounting Management Solutions Inc.
Boston Private Bank & Trust Company Plans to Continue to Expand in the San Francisco Bay and Los Angeles Areas
Feb 19 13
Boston Private Bank & Trust Company announced plans to continue to expand in the San Francisco Bay and Los Angeles areas. The expansion includes two new offices in San Jose and Pasadena, a remodel that doubles the size of the current San Francisco office, and the recent opening of a new location in Westlake Village. These new offices will provide individuals, businesses, private partnerships and nonprofit organizations with an integrated approach to deposit and cash management; commercial lending; residential mortgage; and investment management, wealth advisory and trust services.