Boston Private Wealth Announces Strategic Hires
January 27 2016 - 4:05PM
Business Wire
Boston Private Wealth LLC, a leading wealth management company,
today announced it has hired executives from two wealth advisory
firms: Filigree Advisors and Mikus Capital Management.
The strategic hires extend Boston Private’s wealth management
presence in California and Florida, markets that the firm has
targeted as part of its ongoing growth strategy. Clients will have
access to a full suite of world-class wealth management solutions,
as well as personal and business banking and trust services from
Boston Private Bank & Trust Company, the parent company of
Boston Private Wealth.
“The addition of the Filigree Advisors and Mikus Capital
Management executives brings a team with deep industry experience
and client relationships to our Boston Private Wealth group,” said
Corey A. Griffin, CEO of Boston Private Wealth LLC. “When
evaluating our growth strategy in California and Florida, these two
firms stood out as having client relationship and investment models
closely aligned with those of Boston Private Wealth. As with our
existing professionals, these executives are committed to
delivering excellence in client service.”
Filigree Advisors has built a reputation across California and
the Pacific Northwest for designing unbiased, customized financial
solutions for individuals and families with a client-centered
philosophy of wealth management. The team from Filigree Advisors
will be based in Beverly Hills, while maintaining a presence in the
Northwest.
Gerald Graves joins Boston Private Wealth as Executive
Managing Director, West Coast Division. Prior to co-founding
Filigree Advisors, Mr. Graves was President of M Financial Wealth
Management, where he led the design, development and implementation
of the firm's wealth management business. Before joining M Wealth,
Mr. Graves was Executive Director and a Managing Partner of LEAP
Partners, LLC in San Francisco, California. He also held a variety
of senior leadership positions at Charles Schwab & Co., Inc.,
including Chief Operating Officer of Schwab’s Institutional
Services for Investment Managers.
Chris Dudley joins as a Senior Wealth Advisor and
Director of Sports & Entertainment, transitioning from his role
as Chief Investment Officer at Filigree Advisors. Prior to
Filigree, Mr. Dudley served as Vice President of M Financial Wealth
Management. Mr. Dudley also enjoyed a 16-year career as a player in
the National Basketball Association (NBA), during which he served
as Executive Treasurer of the NBA Players Association and a member
of the Players Association Negotiating Committee. Mr. Dudley is a
Certified Financial Planner (CFP®).
Previously Director of Wealth Services for Filigree Advisors,
Sarah Pearce joins Boston Private Wealth as an Associate
Client Advisor. Prior to Filigree, Ms. Pearce was a Program Manager
at a strategic branding and design agency. She holds the Financial
Industry Regulatory (FINRA) Series 65 license.
With the addition of Mikus Capital Management, Boston Private
Wealth expands it presence to the island of Palm Beach in addition
to its existing office in Palm Beach Gardens.
William Mikus joins as a Managing Director and Senior
Business Development Officer. Mr. Mikus is the Founder, President,
and CEO of Mikus Capital Management, located in Palm Beach. He
brings over 36 years of industry experience, beginning his career
in the trading rooms of Bank of Boston, Citibank, and Salomon
Brothers. Mr. Mikus has a bachelor’s degree in Economics from
Syracuse University’s Maxwell School of Public Administration. He
is also involved in the Palm Beach community, serving on the boards
and committees of many prominent clubs and organizations, including
the Salvation Army Advisory Board of Palm Beach County, The Beach
Club, the Town of Palm Beach Investment Committee, and the Palm
Beach Civic Association.
About Boston Private
WealthBoston Private Wealth LLC, an SEC registered
investment adviser (RIA), is a premier provider of wealth
management services including investment management and consulting,
wealth advisory and planning, and family office services. Private
banking and trust services are offered through Boston Private
Wealth’s parent company, Boston Private Bank & Trust
Company.
With its hallmark approach of customized, highly personal
service, Boston Private Wealth, in conjunction with Boston Private
Bank & Trust Company, manages and advises approximately $8
billion in assets for high-net-worth individuals, families, family
offices, foundations and institutions.
Boston Private Wealth is geographically situated in key
financial regions throughout the nation. Headquartered in Boston,
Massachusetts, Boston Private Wealth has offices in Florida (Palm
Beach Gardens, Fort Lauderdale, Naples, and Coral Gables),
California (San Francisco, Beverly Hills, Encino, and San Mateo),
Georgia (Atlanta), Wisconsin (Madison), and Texas (Plano). In
addition, wealth management professionals are also available to
meet with clients at Boston Private Bank & Trust Company
offices by appointment. For more information visit
www.BostonPrivateWM.com.
Boston Private Wealth LLC is a wholly owned subsidiary of Boston
Private Bank & Trust Company.
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version on businesswire.com: http://www.businesswire.com/news/home/20160127006202/en/
Media Contact:Brooks Wallacebrooks@hollywoodpr.net(774)
773-9571orInvestor Relations Contact:Steven
Gavensgaven@bostonprivate.com(617) 912-3793
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