Boston Private Continues Expansion of Its Wealth Management Team
May 24 2017 - 11:30AM
Business Wire
Boston Private, a leading provider of fully integrated wealth
management, trust and private banking services, today announced the
addition of Josh Crossman as Senior Wealth Advisor. Based in Boston
Private’s Palm Beach Gardens, Florida office, Crossman will be
responsible for developing and implementing comprehensive private
banking, investment and wealth management plans for clients.
“We are delighted to welcome Josh to our growing wealth
management team,” said Scott Dell'Orfano, Chief Operating Officer,
Boston Private Wealth. “The depth of Josh’s experience, which
includes more than two decades of advising high net worth
individuals and families, coupled with his passion for client
service, exemplifies our commitment to redefining wealth
management.”
Before joining Boston Private, Crossman served as Senior Vice
President and Private Wealth & Portfolio Manager at Merrill
Lynch Private Banking & Investment Group, where he was a member
of a team that directly managed $1.5 billion in client assets.
Prior to Merrill Lynch, he served as Director, Private Wealth &
Portfolio Manager at Barclays Wealth Management (Americas) and as
Private Bank Ultra-High-Net-Worth Senior Investment Team Leader at
J.P. Morgan & Company. He earned a bachelor’s degree in
international finance from Miami University of Ohio.
About Boston Private
Boston Private is a leading provider of fully integrated wealth
management, trust and private banking services. For more than 25
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 35 offices across
the U.S. including Boston, San Francisco, San Jose, Los Angeles and
Palm Beach. Private banking and trust services are provided through
Boston Private Bank & 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.
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version on businesswire.com: http://www.businesswire.com/news/home/20170524005882/en/
Steve Brownell, 617-912-4402sbrownell@bostonprivate.com
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