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    Boston Private Financial Holdings, Inc. (BPFH)

    12.63 Up 0.10(0.80%) May 4, 4:00PM EDT
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    Boston Private Financial Holdings, Inc.
    Ten Post Office Square
    Boston, MA 02109
    United States - Map
    Phone: 617-912-1900
    Fax: 617-912-4511
    Website: http://www.bostonprivate.com

    Index Membership:N/A
    Industry:Regional - Northeast Banks
    Full Time Employees:875

    Business Summary 

    Boston Private Financial Holdings, Inc. operates as the bank holding company for Boston Private Bank & Trust Company that provides a range of banking and wealth management services. The company operates through four segments: Private Banking, Wealth Management and Trust, Investment Management, and Wealth Advisory. Its deposit products include checking accounts, savings and NOW accounts, money market accounts, and certificates of deposit. The company also offers loans to individuals, such as residential mortgage and mortgage loans on investment or vacation properties, unsecured and secured personal lines of credit, home equity loans, and overdraft protection; and loans to businesses, including commercial and mortgage loans, revolving lines of credit, working capital loans, equipment financing, community lending programs, and construction and land loans. In addition, it provides wealth management solutions, including customized investment, wealth planning, trust, and family office services for high net worth individuals and families; investment management services for pension funds, endowments, trusts, foundations and select institutions, mutual funds, and high net worth individuals and their families; and wealth advisory services comprising financial planning, tax planning and preparation, estate and insurance planning, retirement planning, charitable planning, and intergenerational gifting and succession planning. The company offers its services through offices in Boston, New York, Los Angeles, San Francisco, San Jose, Atlanta, Florida, Wisconsin, and Texas. Boston Private Financial Holdings, Inc. was incorporated in 1987 and is headquartered in Boston, Massachusetts.

    Key Statistics

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    Corporate Governance 
    Boston Private Financial Holdings, Inc.’s ISS Governance QuickScore as of Apr 1, 2015 is 3. The pillar scores are Audit: 2; Board: 1; Shareholder Rights: 4; Compensation: 5.
    Brought to you by Institutional Shareholder Services (ISS)

    Key Executives 
    Mr. Clayton G. Deutsch , 60
    Chief Exec. Officer and Director
    Mr. Mark D. Thompson , 58
    Pres, Director, Chief Exec. Officer of Boston Private Bank & Trust Company, Pres of Boston Private Bank & Trust Company and Director of Boston Private Bank & Trust Company
    Mr. David J. Kaye , 51
    Chief Financial Officer, Chief Admin. Officer, Exec. VP and Treasurer
    Mr. Corey Anthony Griffin , 53
    Exec. VP and Director of Corp. Devel. & Wealth Management Strategy
    Mr. Joseph D. Regan , 52
    Principal Accounting Officer, Sr. VP and Controller
    Amounts are as of Dec 31, 2014 and compensation values are for the last fiscal year ending on that date. Pay is salary, bonuses, etc.Exercised is the value of options exercised during the fiscal year.
    Currency in USD.
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