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Boston Private Financial Holdings's Overview

Total employees850
HeadquartersBoston
Founded1987

Boston Private Financial Holdings, Inc. was a wealth management, trust, and private banking company headquartered in Boston, Massachusetts. It provided a range of personalized financial services to high-net-worth individuals, families, businesses, and non-profit organizations. Key services included investment management, financial planning, trust services, and private and commercial banking. In July 2021, Boston Private was acquired by SVB Financial Group. Following SVB Financial Group's bankruptcy in 2023, Silicon Valley Bank, including the former Boston Private operations, was acquired by First Citizens Bank.

Where is Boston Private Financial Holdings's Headquarters?

HQ Function

Served as the central hub for executive leadership, strategic planning, corporate governance, and core operations for its wealth management, trust, and private banking services before its acquisition.

Notable Features:

Located in a well-known building in Boston's financial hub, offering a prestigious address and convenient access for clients and employees. Specific interior features are not widely publicized but would have been consistent with a high-end financial services firm.

Work Culture:

The work culture was likely professional, client-centric, and emphasized discretion, trust, and personalized service, which are hallmarks of the private banking and wealth management industry.

HQ Significance:

The headquarters symbolized the company's foundation and presence in a major U.S. financial center, key to its brand identity and operational control until its integration into SVB Financial Group.

Values Reflected in HQ: The choice of a prominent Boston address likely reflected values of stability, tradition, financial acumen, and a commitment to serving its clientele from a central, respected location.

Location:

Prior to its acquisition, Boston Private Financial Holdings primarily operated within the United States, with a strong presence in key wealth centers on the East and West Coasts. Its functions were centered around domestic wealth management, private banking, and trust services. While it may have served international clients through its U.S. offices, it did not maintain a significant independent physical global office network outside the USA.

Street Address:

Ten Post Office Square

City:

Boston

State/Province:

MA

Country:

USA

Boston Private Financial Holdings's Global Presence

New York, NY/USA

Address: Various locations; specific pre-acquisition street addresses for branch offices are not consistently maintained post-acquisition. Typically in prime financial districts.

To serve high-net-worth individuals, families, and businesses in the Northeast, capitalizing on New York's significant concentration of wealth and financial activity.

San Francisco, CA/USA

Address: Various locations in the Bay Area; specific pre-acquisition street addresses for branch offices are not consistently maintained post-acquisition.

To cater to the financial needs of entrepreneurs, executives, and established families in Silicon Valley and the broader Bay Area.

Los Angeles, CA/USA

Address: Various locations; specific pre-acquisition street addresses for branch offices are not consistently maintained post-acquisition.

To establish a strong presence in a major economic hub on the West Coast, offering tailored financial services.

Palm Beach, FL/USA

Address: Various locations; specific pre-acquisition street addresses for branch offices are not consistently maintained post-acquisition.

To serve the seasonal and permanent high-net-worth population in South Florida, a popular region for wealth management.

Buying Intent Signals for Boston Private Financial Holdings

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Boston Private Financial Holdings

As of April 2025, Boston Private Financial Holdings' leadership includes:

Anthony DeChellis - Former Chief Executive Officer & President
Steve G. Gaven - Former Chief Financial Officer
Paul M. Simons - Former President, Private Banking, Wealth & Trust
John J. Longley - Former President, Western Region

Investors of Boston Private Financial Holdings

Boston Private Financial Holdings has been backed by several prominent investors over the years, including:

BlackRock, Inc.
The Vanguard Group, Inc.
Dimensional Fund Advisors LP
HoldCo Asset Management, LP
Renaissance Technologies LLC

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

Boston Private Financial Holdings was acquired by SVB Financial Group in July 2021 and no longer operates as an independent entity. Therefore, there have been no executive hires or exits for Boston Private Financial Holdings itself in the last 12 months. Key leadership changes occurred at the time of the SVB acquisition and subsequently with the First Citizens Bank acquisition of SVB's core banking business.

Technology (Tech Stack) used by Boston Private Financial Holdings

Discover the tools Boston Private Financial Holdings uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Boston Private Financial Holdings Email Formats and Examples

Prior to its acquisition, Boston Private Financial Holdings likely used common corporate email formats. Based on industry standards and patterns observed for similar companies, the most probable formats would include the first initial followed by the last name, or first name followed by last name, at the 'bostonprivate.com' domain.

[first_initial][last]@bostonprivate.com or [first].[last]@bostonprivate.com (historical)

Format

jdoe@bostonprivate.com or jane.doe@bostonprivate.com (examples, historical)

Example

0 (The domain bostonprivate.com is no longer actively used for email by the former independent entity; emails would now be part of First Citizens Bank systems for former Boston Private clients/staff).%

Success rate

News and media

SVB Financial GroupJuly 1, 2021

SVB Financial Group Completes Acquisition of Boston Private Financial Holdings, Inc.

SVB Financial Group announced it has completed the acquisition of Boston Private Financial Holdings, Inc. The combination will accelerate SVB's private bank and wealth management offering, strengthening SVB's overall platform and ability to meet the financial needs of its clients....more

GlobeNewswireJanuary 4, 2021

SVB Financial Group to Acquire Boston Private Financial Holdings, Inc. to Significantly Expand its Private Bank and Wealth Management Capabilities

SVB Financial Group (SVB) (NASDAQ: SIVB) and Boston Private Financial Holdings, Inc. (Boston Private) (NASDAQ: BPFH) today announced they have entered into a definitive merger agreement under which SVB will acquire Boston Private....more

First Citizens BankMarch 27, 2023

First Citizens BancShares, Inc. Announces Acquisition of Silicon Valley Bridge Bank, N.A.

First Citizens BancShares, Inc. announced that its subsidiary, First-Citizens Bank & Trust Company, has entered into an agreement with the Federal Deposit Insurance Corporation (FDIC) to purchase out of receivership substantially all loans and substantially all deposits of Silicon Valley Bridge Bank, N.A. This included the operations formerly part of Boston Private....more

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