Boston Private Financial Hldg
Boston Private Financial Holdings, Inc. is the bank holding company for Boston Private Bank & Trust Company. It is a wealth management company that offers a range of wealth management services to high net worth individuals, families, businesses, and select institutions. The Company conducts its business through its three segments: Private Banking, Investment Management and Wealth Advisory. Its approach to the wealth management market is to create a financial umbrella that helps to preserve, grow, and transfer assets over the financial lifetime of a client. The Private Banking segment has one affiliate, Boston Private Bank, a trust company chartered by The Commonwealth of Massachusetts. The Investment Management segment has two affiliates: Dalton, Greiner, Hartman, Maher & Co., LLC (DGHM), and Anchor Capital Advisors LLC (Anchor), both of which are registered investment advisers. The Wealth Advisors are located in New York, Southern California, and Northern California.