Boston Private Continues Expansion of Its Wealth Management Team

BOSTON--()--Boston Private, a leading provider of fully integrated wealth management, trust and private banking services, today announced the addition of Josh Crossman as Senior Wealth Advisor. Based in Boston Private’s Palm Beach Gardens, Florida office, Crossman will be responsible for developing and implementing comprehensive private banking, investment and wealth management plans for clients.

“We are delighted to welcome Josh to our growing wealth management team”

“We are delighted to welcome Josh to our growing wealth management team,” said Scott Dell'Orfano, Chief Operating Officer, Boston Private Wealth. “The depth of Josh’s experience, which includes more than two decades of advising high net worth individuals and families, coupled with his passion for client service, exemplifies our commitment to redefining wealth management.”

Before joining Boston Private, Crossman served as Senior Vice President and Private Wealth & Portfolio Manager at Merrill Lynch Private Banking & Investment Group, where he was a member of a team that directly managed $1.5 billion in client assets. Prior to Merrill Lynch, he served as Director, Private Wealth & Portfolio Manager at Barclays Wealth Management (Americas) and as Private Bank Ultra-High-Net-Worth Senior Investment Team Leader at J.P. Morgan & Company. He earned a bachelor’s degree in international finance from Miami University of Ohio.

About Boston Private

Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.

Headquartered in Boston, Boston Private has 35 offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and Palm Beach. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.

Boston Private Bank & Trust Company is a subsidiary of Boston Private Financial Holdings, Inc. (NASDAQ:BPFH). For more information, visit www.bostonprivate.com.

Contacts

Steve Brownell, 617-912-4402
sbrownell@bostonprivate.com

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Release Summary

Boston Private continued the expansion of its wealth management team with the hire of Josh Crossman as Senior Wealth Advisor.

Boston Private