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Boston Private Financial Hldg Inc
Ten Post Office Square
Phone: (617) 556-1900p:617 556-1900 Boston, MA  02109  United States Fax: (617) 912-4511f:617 912-4511

This company was Merged or Acquired on 7/1/2021.
This company ceased filing statements with the SEC on 7/15/2021.
This company is no longer actively traded on any major stock exchange.
This is a Subsidiary, click here for the Parent Company

Business Summary
Boston Private Financial Holdings, Inc. is a bank holding company. The Company operates through its subsidiary, Boston Private Bank & Trust Company (the Bank). It operates through two segments: Private Banking and Wealth Management and Trust. The Company's Private Banking segment is comprised of the banking operations of Boston Private Bank, which operates in three geographic markets: New England, Northern California and Southern California. The Private Banking segment provides banking services to high net worth individuals, privately-owned businesses and partnerships and nonprofit organizations. The Wealth Management and Trust segment is comprised of Boston Private Wealth LLC (Boston Private Wealth), a registered investment adviser (RIA). The Wealth Management and Trust segment offers planning-based financial strategies, wealth management, family office, financial planning, tax planning, and trust services to individuals, families, institutions and nonprofit institutions.
(Source: 10-K)

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
---Yes---

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
3/31/202112/31/2020YesYes---

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Non-Executive Independent Chairman of the Board Stephen M.Waters 74 8/1/2010 7/22/2004
President, Chief Executive Officer, Director AnthonyDeChellis 58 12/1/2018 11/26/2018
Chief Financial Officer, Executive Vice President Steven M.Gaven 41 1/1/2019 1/1/2018
12 additional Officers and Directors records available in full report.

Business Names
Business Name
Boston Private Bank & Trust Company
Boston Private Capital Trust I
Boston Private Capital Trust II
13 additional Business Names available in full report.

General Information
Number of Employees: 804 (As of 12/31/2020)
Outstanding Shares: 82,464,321 (As of 4/30/2021)
Shareholders: 777
Stock Exchange: NASD
Federal Tax Id: 042976299
Fax Number: (617) 912-4511


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Wednesday, July 3, 2024