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, MA, US
Websitebostonprivate.com
Employee Ratings4
Overall CultureB-

Latest Updates

Employees (est.) (Dec 2019)779
Job Openings30
Revenue (FY, 2020)$327.3 M
Share Price (Apr 2021)$13.1
Cybersecurity ratingCMore

Key People/Management at Boston Private Financial

Richard Grasfeder

Richard Grasfeder

Managing Director, Senior Portfolio Manager
Keith Gentile

Keith Gentile

Managing Director, 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
Garrett Mancini

Garrett Mancini

Director, Portfolio Manager
Steve Gaven

Steve Gaven

CFO
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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, MA, US (HQ)
10 Post Office Square
Lexington, MA, US
1666 Massachusetts Ave
New York, NY, US
1325 6th Ave 14th floor
San Francisco, CA, US
255 Battery St, San Francisco
San Jose, CA, 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 $327.31 m in FY, 2020
USD

Revenue (FY, 2020)

327.3m

Net income (FY, 2020)

45.2m

EBIT (FY, 2020)

45.2m

Market capitalization (7-Apr-2021)

1.1b

Closing stock price (7-Apr-2021)

13.1

Cash (31-Dec-2020)

1.1b

EV

139.1m
Boston Private Financial's current market capitalization is $1.1 b.
Annual
USDFY, 2011FY, 2013FY, 2014FY, 2015FY, 2016FY, 2018FY, 2019FY, 2020

Revenue

125.0m310.4m320.5m346.9m359.2m384.6m329.6m327.3m

Revenue growth, %

3%8%4%

Sales and marketing expense

6.9m7.6m6.4m6.3m

R&D expense

5.3m25.2m22.6m29.6m
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

77/100

SecurityScorecard logo

Boston Private Financial Environment, Social & Governance (ESG) Ratings

CSRHub ESG ratingPremium dataset

40-49

out of 100

CSRHub logo

Boston Private Financial Online and Social Media Presence

Embed Graph

Boston Private Financial Company Culture

  • Overall Culture

    B-

    73/100

  • CEO Rating

    A+

    84/100

  • Compensation

    B

    74/100

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Boston Private Financial News and Updates

SHAREHOLDER ALERT: Monteverde & Associates PC Announces an Investigation of Boston Private Financial Holdings, Inc. - BPFH

NEW YORK, Jan. 8, 2021 /PRNewswire/ -- Juan Monteverde, founder and managing partner at Monteverde & Associates PC, a national securities firm headquartered at the Empire State Building in New York City, is investigating Boston Private Financial Holdings, Inc. ("BPFH" or the "Company")...

HoldCo Asset Management Expresses Significant Concerns Regarding SVB Financial Group's Proposed Acquisition Of Boston Private Financial Holdings

NEW YORK, Jan. 5, 2021 /PRNewswire/ -- HoldCo Asset Management, LP and its managed funds (collectively, "HoldCo") own 4,049,713 shares of common stock of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) ("Boston Private", "BPFH", or the "Company"), representing approximately 4.9% of...

Shareholder Alert: Ademi LLP Investigates whether Boston Private Financial Holdings, Inc. has obtained a Fair Price in its transaction with SVB Financial Group

MILWAUKEE, Jan. 4, 2021 /PRNewswire/ -- Ademi LLP is investigating Boston Private (NASDAQ: BPFH) for possible breaches of fiduciary duty and other violations of the law in its transaction with SVB Financial Group. Click here to learn how to join the action:...

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 $327.3 m.

  • What is Boston Private Financial revenue per employee?

    Latest Boston Private Financial revenue per employee is $420.2 k.

  • Who are Boston Private Financial competitors?

    Competitors of Boston Private Financial include Loop Capital, First Foundation and St. James's Place.

  • 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.