OverviewSuggest Edit

Boston Private Financial Holdings is a wealth management and private banking organization. The Company offers private banking, wealth advisory and investment management services to the high net worth marketplace, selected businesses and institutions.

TypePublic
Founded1987
HQBoston, US
Websitebostonprivate.com
Employee Ratings3.6

Locations

Boston Private Financial is headquartered in
Boston, United States

Location Map

Latest Updates

Employees (est.) (Dec 2019)779
Job Openings23
Revenue (FY, 2019)$329.6 M(-14%)
Share Price (Sept 2020)$5.3 (-4%)
Cybersecurity ratingCMore

Key People/Management at Boston Private Financial

Richard Grasfeder

Richard Grasfeder

Managing Director, Senior Portfolio Manager
Keith Gentile

Keith Gentile

Head of Trading and Portfolio Advisory
Maura Almy

Maura Almy

Executive Vice President, Chief Operating and Platform Officer
James C. Brown

James C. Brown

President, Commercial Banking
Steve Gaven

Steve Gaven

CFO
Gerald Baker

Gerald Baker

Executive Managing Director, Chief Fiduciary Officer
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Boston Private Financial Office Locations

Boston Private Financial has offices in Boston, Lexington, New York, San Francisco and in 1 other location
Boston, US (HQ)
10 Post Office Square
Lexington, US
1666 Massachusetts Ave
New York, US
1325 6th Ave 14th floor
San Francisco, US
100 Pine St #2800, San Francisco
San Jose, US
60 S Market St #100
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Boston Private Financial Financials and Metrics

Boston Private Financial Revenue

Boston Private Financial's revenue was reported to be $329.62 m in FY, 2019
USD

Revenue (Q2, 2020)

81.6m

Net income (Q2, 2020)

(3.3m)

Market capitalization (22-Sept-2020)

431.9m

Closing stock price (22-Sept-2020)

5.3

Cash (30-Jun-2020)

179.0m

EV

361.2m
Boston Private Financial's current market capitalization is $431.9 m.
Annual
USDFY, 2011FY, 2013FY, 2014FY, 2015FY, 2016FY, 2018FY, 2019

Revenue

125.0m310.4m320.5m346.9m359.2m384.6m329.6m

Revenue growth, %

3%8%4%

Sales and marketing expense

6.9m7.6m6.4m

R&D expense

5.3m25.2m22.6m
Annual
USDFY, 2011FY, 2013FY, 2014FY, 2015FY, 2018FY, 2019

Net Income

39.1m80.4m80.0m

Depreciation and Amortization

18.3m23.1m24.1m

Cash From Operating Activities

85.9m(116.9m)(19.3m)66.1m93.5m73.3m

Purchases of PP&E

(9.0m)(20.6m)(11.2m)
USDQ2, 2011

Financial Leverage

11.2 x
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Boston Private Financial Operating Metrics

Boston Private Financial's Total Loans was reported to be $6.3b in Q2, 2017. Boston Private Financial's Assets Under Management was reported to be $29.1b in Q2, 2017.
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Boston Private Financial Cybersecurity Score

Cybersecurity ratingPremium dataset

C

76/100

SecurityScorecard logo

Boston Private Financial Online and Social Media Presence

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Boston Private Financial Frequently Asked Questions

  • When was Boston Private Financial founded?

    Boston Private Financial was founded in 1987.

  • Who are Boston Private Financial key executives?

    Boston Private Financial's key executives are Richard Grasfeder, Keith Gentile and Maura Almy.

  • How many employees does Boston Private Financial have?

    Boston Private Financial has 779 employees.

  • What is Boston Private Financial revenue?

    Latest Boston Private Financial annual revenue is $329.6 m.

  • What is Boston Private Financial revenue per employee?

    Latest Boston Private Financial revenue per employee is $423.1 k.

  • Who are Boston Private Financial competitors?

    Competitors of Boston Private Financial include Valartis Group, Crown Agents Bank and PacWest Bancorp.

  • Where is Boston Private Financial headquarters?

    Boston Private Financial headquarters is located at 10 Post Office Square, Boston.

  • Where are Boston Private Financial offices?

    Boston Private Financial has offices in Boston, Lexington, New York, San Francisco and in 1 other location.

  • How many offices does Boston Private Financial have?

    Boston Private Financial has 5 offices.