Reading Time: 3 minutes

BOSTON–(BUSINESS WIRE)–Boston Private, a leading provider of fully integrated wealth management, trust, private and commercial banking services, recently unveiled a new office in downtown San Francisco, located at 255 Battery Street.


The new location offers access to the firm’s holistic suite of financial services, including deposit, lending and wealth management services for individuals, businesses and nonprofits. It replaces the previous location on California Street.

Boston Private’s investment in San Francisco supports ambitious growth goals set forth by the company’s leadership in May of 2019. In addition to the 255 Battery Street location, the firm opened a new office at 100 Pine Street to serve as Boston Private’s Western Region headquarters. The two offices currently house 35 employees, with plans to expand headcount. The offices are led by John Longley, who joined Boston Private as President of Western Region in September of 2019.

“Our new offices represent Boston Private’s commitment to the West Coast and the Bay Area in particular,” said Mr. Longley. “We are pleased to have these two new locations, and look forward to delivering thoughtful advice, service and solutions to our current and future San Francisco clients.”

In addition to accommodating growth, the Battery Street location provides a more accessible location for clients and increased street visibility. The office was designed to include a variety of spaces available to clients for private events and meetings.

In addition to the two San Francisco offices, Boston Private serves Northern California with locations in Burlingame, Los Altos, Palo Alto, San Jose and San Mateo.

About Boston Private

Boston Private is a leading provider of fully integrated wealth management, trust, private and commercial banking services. For more than 30 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 offices across the United States, including in Boston, San Francisco, San Jose, Los Angeles, Palm Beach and New York. Private and commercial banking and trust services are provided through Boston Private Bank & Trust Company, a Massachusetts chartered 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.

Investments are Not FDIC Insured, Not Guaranteed and May Lose Value.

Contacts

Media:

Lucy Muscarella

617-912-4402

lmuscarella@bostonprivate.com

Investors:

Adam Bromley

617-912-4386

abromley@bostonprivate.com