Boston Private Financial Holdings

Industry: Bank holding company

Description

CEO: Clayton G. Deutsch Headquarters: Boston, MA Founded: 1987 Subsidiaries: WESTFIELD CAPITAL MANAGEMENT CO LLC,

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Boston Private Financial Holdings Employees

Employee
Years
Job
Industry
Amy Danforth Amy Danforth Cary, North Carolina Details
Amy Danforth's Boston Private Financial Holdings Experience January 2002 - January 2005
Job President at Fidelity Charitable
Industry Philanthropy
Experience
Fidelity Charitable  February 2014 - Present
Fidelity Charitable  September 2008 - February 2014
Fidelity Investments  May 2005 - September 2008
Boston Private Financial Holdings   January 2002 - January 2005
Fidelity Investments  August 1986 - August 2000

Skills
Leadership, Business Development, Planned Giving, Strategic Planning, Investments, Mutual Funds, Financial Services

Education
University of Colorado Boulder   1978 — 1982
BA, International Affairs

Pembroke Hill School   1974 — 1978

Jessica Lack Jessica Lack Greater Boston Area Details
Jessica Lack's Boston Private Financial Holdings Experience June 2011 - August 2011
Job Transaction Services Valuation at PwC
Industry Financial Services
Experience
PwC  October 2014 - Present
PwC  July 2013 - October 2014
PwC  June 2012 - August 2012
Boston Private Financial Holdings   June 2011 - August 2011
Vizion Group, Inc.   May 2010 - August 2010

Education
Babson College   2009 — 2013
B.S., Finance, Economics, Cum Laude

IES: Paris   2012 — 2012
Business and International Affairs in Paris, France

Culture, Society, and Entrepreneurship in Developing Economies in Sekondi, Ghana   2012 — 2012

Janece Rittenberry Janece Rittenberry San Francisco Bay Area Details
Janece Rittenberry's Boston Private Financial Holdings Experience February 2006 - Present
Job VP, HR Manager HRIS at Boston Private Financial Holdings
Industry Financial Services
Experience
Boston Private Financial Holdings   February 2006 - Present

Skills
HRIS, HRMS, Human Resources, HR Project Management, Employee Benefits, HR Policies, Project Management, HCM Processes & Forms, Employee Training, Management, Leadership, Banking, Performance Management, Due Diligence, Strategic Planning

Education
University of Southern California
Bachelor of Humanities, History and Social Sciences

Jay Cromarty Jay Cromarty Greater Boston Area Details
Jay Cromarty's Boston Private Financial Holdings Experience 2004 - 2010
Job Partner, Entrepreneurship & Innovation
Industry Venture Capital & Private Equity
Experience
International Entrepreneurship Center, IEC Partners, LLC   2011 - Present
Barrington Partners  2011 - 2013
Red Rock Strategic Partners   November 2010 - February 2012
Boston Private Financial Holdings   2004 - 2010
State Street Global Alliance   1998 - 2004
State Street Global Advisors  1995 - 1998
PanAgora Asset Management  June 1989 - December 1994
The Boston Company  June 1978 - June 1989

Skills
Strategy, Asset Management, Hedge Funds, Alternative Investments, Start-ups, Private Equity, Investments, Financial Services, Entrepreneurship, Management, Equities, Mergers & Acquisitions, Portfolio Management, Emerging Markets, Fixed Income, Investment Banking, Valuation, Venture Capital, Investment Management, Financial Advisory, Financial Modeling, Due Diligence, Wealth Management, Capital Markets, Mutual Funds, Finance, Asset Allocation, Derivatives, Investment Advisory, Corporate Finance, Investment Strategies, Business Strategy, Strategic Planning

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Marketing

University of Maine
BA, Economics

Yarmouth High School

Yarmouth High School

Yarmouth High School

Erica Metz, MSA Erica Metz, MSA Greater Boston Area Details
Erica Metz, MSA's Boston Private Financial Holdings Experience September 2015 - Present
Job Internal Auditor at Boston Private Financial Holdings
Industry Accounting
Experience
Boston Private Financial Holdings   September 2015 - Present
Deloitte  September 2014 - September 2015
Deloitte & Touche  June 2013 - August 2013
ByAllAccounts  March 2012 - April 2013
CohnReznick LLP  June 2012 - August 2012
Bentley University  June 2010 - July 2011
Carter's OshKosh B'gosh   July 2010 - January 2011
Money At Work   2006 - 2011
Bentley University  September 2010 - September 2010
Morris County Nutrition Department   July 2010 - August 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Time Management, Management, Outlook, Social Media, Financial Analysis, Analysis, Social Networking, Research, Accounting, Accounts Payable, Public Speaking, Customer Service, Finance, Teamwork, Auditing, Marketing

Education
Bentley University   2013 — 2014
Master's in Accountancy, Graduate Certificate in Financial Planning

Bentley University   2010 — 2013
Corporate Finance and Accounting

Lorenzo de' Medici Institute
Study Abroad Program

Tom Dimopoulos Tom Dimopoulos San Francisco Bay Area Details
Tom Dimopoulos's Boston Private Financial Holdings Experience June 2005 - August 2005
Job Director, Product Management at Goodsearch.com
Industry Internet
Experience
Goodsearch.com  March 2015 - Present
GREE International, Inc  May 2014 - October 2014
GREE International, Inc  February 2014 - May 2014
GREE International, Inc  August 2012 - February 2014
GREE International, Inc (Funzio, Inc.)   August 2011 - August 2012
Google  September 2010 - July 2011
Google  December 2008 - September 2010
Google  August 2007 - December 2008
Columbia University  September 2004 - May 2007
Boston Private Financial Holdings   June 2005 - August 2005

Skills
Photoshop, Final Cut Pro, Maya, Google Apps, GPS, Avid, Monetization, User Experience, Git, User Interface Design, Android, Mobile Applications, iOS, Mobile Games, iPhone, Product Management, Social Games, Game Development, Video Games, Game Design, Software Engineering

Education
Columbia University in the City of New York   2003 — 2007
Bachelor's, History, Creative Writing

Phillips Academy   2000 — 2003

Emily Pellmann Emily Pellmann Boston, Massachusetts Details
Emily Pellmann's Boston Private Financial Holdings Experience December 2014 - Present
Job Human Resources Payroll and Benefits
Industry Banking
Experience
Boston Private Financial Holdings   December 2014 - Present
Metropolitan Capital Bank & Trust  May 2014 - August 2014
Urban Outfitters  November 2007 - May 2014
The Sports Authority  September 2002 - November 2007

Skills
Payroll, Employee Benefits, Compensation & Benefits, Accounting, Employee Training, Interviews, Organization, Store Management, Finance, Loss Prevention, Store Operations, Retail, Visual Merchandising, Inventory Control, Time Management, Goal Oriented, Multi Tasking, Profit, Internal Audit, Internal Controls, Business Operations, Team Building, Driving Results, New Hire Training

Education
Northwestern University
CPA Preparation Post-Baccalaureate Certificate, Accounting

University of Wisconsin-Milwaukee
Bachelor of Arts (B.A.), Political Science and Government

Deven Swim Deven Swim Greater Boston Area Details
Deven Swim's Boston Private Financial Holdings Experience January 2011 - Present
Job VP, Corporate Strategic Initiatives
Industry Financial Services
Experience
Boston Private Financial Holdings   January 2011 - Present
PricewaterhouseCoopers LLP  May 1999 - January 2011

Skills
Program Management, Strategic Planning, Management Consulting, Requirements Analysis, Risk Management, Budgets, Process Improvement, Business Strategy, Business Process..., Project Management, Banking, Business Analysis, Strategy, Business Development, Vendor Management, Data Analysis, Change Management, Due Diligence, Financial Modeling, Financial Services

Education
Boston University - School of Management   2009 — 2011
M.B.A.

Bentley University   1994 — 1998
B.S. Computer Information Systems

St. John's Prep, Danvers MA   1990 — 1994
High School

Adam Newmark Adam Newmark Greater Boston Area Details
Adam Newmark's Boston Private Financial Holdings Experience June 2007 - May 2011
Job Vice President, Compliance Officer, Global Fixed Income Trading and Portfolio Management at Wellington Management
Industry Financial Services
Experience
Wellington Management  May 2011 - Present
Boston Private Financial Holdings   June 2007 - May 2011
Fidelity Investments  2005 - 2007
Fish & Richardson P.C.   July 2002 - January 2005

Skills
Investment Allocation, Cross Trading, Futures Trading, Investment Grade..., High Yield Bonds, FX Trading, Supervision Principals..., Policies and Procedures, Forensic Testing and..., Sell/Buyback Procedures, Code of Ethics, Syndicate, Dark Pools, Electronic Trading..., Strategic Planning, Enterprise Risk..., Fiduciary Risk..., Operations Risk..., Relative Value Trading, Regulatory Analysis, Project Management, Internal Audit, Order Aggregation, Compliance Training, Financial Risk, Investments, Investment Management, Operational Risk..., Auditing, Due Diligence, Risk Management, Financial Services, FX trading, Portfolio Management

Education
University of Pennsylvania   1996 — 2000
Bachelor of Arts (BA), College of Arts & Sciences

Boston College - Wallace E. Carroll Graduate School of Management   2002 — 2005
MBA

Metuchen High School   1992 — 1996

Bradley McMillin, CPA Bradley McMillin, CPA Greater Boston Area Details
Bradley McMillin, CPA's Boston Private Financial Holdings Experience December 2007 - August 2011
Job Corporate Controller at Natixis Global Asset Management, L.P.
Industry Financial Services
Experience
Natixis Global Asset Management, L.P.   August 2011 - Present
Boston Private Financial Holdings   December 2007 - August 2011
PricewaterhouseCoopers, LLP  May 2004 - October 2007
Booz Allen Hamilton  September 1998 - February 2002

Skills
Financial Reporting, Mergers & Acquisitions, Mergers, Accounting, Internal Controls, Forecasting, Financial Modeling, IFRS, Budgets, Valuation, Asset Management, Due Diligence, Financial Analysis, Investments, Management, Sarbanes-Oxley Act

Education
Boston University - School of Management   2002 — 2004
MBA and MSIS

United States Naval Academy   1989 — 1993
BS

Robert Whelan, CFA Robert Whelan, CFA Boston, Massachusetts Details
Robert Whelan, CFA's Boston Private Financial Holdings Experience 2004 - 2007
Job Chief Financial Officer
Industry Investment Management
Experience
Federal Reserve System  2012 - Present
Eaton Vance  2007 - 2012
Boston Private Financial Holdings   2004 - 2007
MFS Investment Management  2000 - 2004
MFS Investment Management  1999 - 2000
MFS Investment Management  1997 - 1999
MFS Investment Management  1996 - 1997
BankBoston  1994 - 1996
Deloitte Consulting  1991 - 1994
Bank of New England  1983 - 1989

Skills
Capital Markets, Finance, Strategy, Strategic Planning, Risk Management, Mergers, Leadership, Investment Banking, Investments

Education
Harvard Business School
Master of Business Administration (MBA)

Bowdoin College
Bachelor of Arts (BA), Economics and Government

Thayer Academy

Sarah Zeis Sarah Zeis Boston, Massachusetts Details
Sarah Zeis's Boston Private Financial Holdings Experience September 2014 - Present
Job Rotational Development Program Associate at Boston Private Financial Holdings
Industry
Experience
Boston Private Financial Holdings   September 2014 - Present
George's Surf 'n Turf   2010 - Present
Boston Youth Symphony Orchestras  May 2013 - May 2014
The Drew Company   May 2013 - August 2013
Centre for Socio-Eco-Nomic Development (CSEND)   March 2013 - May 2013
Massachusetts State Senate  September 2012 - December 2012
Boston University Department of Club Sports   September 2011 - December 2012
Oireachtas  June 2012 - August 2012
Blackstone Research Associates   2006 - 2008

Skills
Political Campaigns, Facebook, Research

Education
Boston University   2010 — 2014
Bachelor of Arts (B.A.), International Relations; Bachelor of Business Administration (B.B.A), Finance, International & Operations Management, Sophomore

Uxbridge High School

Angela Munson Angela Munson Cambridge, Massachusetts Details
Angela Munson's Boston Private Financial Holdings Experience November 2007 - June 2010
Job Executive Assistant at Novartis Institutes for BioMedical Research
Industry Pharmaceuticals
Experience
Novartis Institutes for BioMedical Research  June 2012 - Present
Volition Capital  June 2010 - July 2012
Boston Private Financial Holdings   November 2007 - June 2010
Beacon Capital Partners  August 2006 - October 2007
Strategic Retail Advisors  June 2002 - July 2006

Skills
Travel Arrangements, Outlook, Event Planning, Executive Support, Executive..., Calendaring, Confidentiality, Microsoft Office, PowerPoint, Research, Office Administration, Leadership, Microsoft Excel

Education
Framingham State College   1999 — 2002
Bachelor's degree, Business/Corporate Communications

Rich Byron Rich Byron Andover, Massachusetts Details
Rich Byron's Boston Private Financial Holdings Experience February 2007 - Present
Job SVP at Boston Private Financial Holdings
Industry Financial Services
Experience
Boston Private Financial Holdings   February 2007 - Present
PwC  January 1996 - January 2007
Phillips Academy  May 1998 - August 1998
QDM, Inc. (software startup)   1992 - 1996

Skills
Due Diligence, Financial Services, Mergers & Acquisitions, Risk Management, Enterprise Risk..., Financial Modeling, Financial Risk, Investments, Portfolio Management, Banking, Credit Risk, Corporate Finance, Corporate Governance, Equities, Alternative Investments, Asset Management, Strategy, Management Consulting, Financial Analysis, Mutual Funds, Private Equity, Securities, Hedge Funds, Capital Markets, Finance, Credit, Loans, Operational Risk..., Financial Reporting, Business Innovation, Innovation Management, Technological Innovation, Strategic Data Analysis

Education
Dartmouth College   1986 — 1990
Bachelor of Arts (BA), English

RMHS

Erika Donalds, CPA, CGMA Erika Donalds, CPA, CGMA Naples, Florida Area Details
Erika Donalds, CPA, CGMA's Boston Private Financial Holdings Experience February 2004 - Present
Job Vice President, Controller, Partner at Dalton, Greiner, Hartman, Maher & Co., LLC
Industry Financial Services
Experience
Dalton, Greiner, Hartman, Maher & Co., LLC   September 2002 - Present
Boston Private Financial Holdings   February 2004 - Present
Mason Classical Academy  September 2012 - Present
Collier County Public Schools  2014 - 2015
Collier County Public Schools  2014 - 2015
Collier County Public Schools  2014 - 2015

Skills
Financial Modeling, Investments, Strategic Financial..., Accounting, Sarbanes-Oxley Act, Financial Reporting, Risk Management, Internal Controls, CPA, Fund Accounting, Due Diligence, Auditing, Mergers, Alternative Investments, Microsoft Excel, Corporate Finance, Fund Administration, Enterprise Risk..., Finance, Mergers & Acquisitions, Valuation, Budgets, Cash Management, Business Valuation, Financial Analysis, Asset Management, Financial Accounting, GAAP, Financial Risk, Tax, SEC filings, Managerial Finance, Financial Services, Securities, Credit, Mutual Funds, Treasury Management, Investment Advisory, Hedge Funds, Wealth Management

Education
Florida Atlantic University   2005 — 2006
MAcc, Accounting

Florida State University   1998 — 2002
BS, Accounting

Florida State University - College of Business   1998 — 2002
BS, Accounting

William H Morton William H Morton Greater Boston Area Details
William H Morton's Boston Private Financial Holdings Experience January 2002 - December 2010
Job Versatile Controller with Masters in Taxation
Industry Financial Services
Experience
Brookline Bank  2013 - 2014
State Street  August 2011 - December 2012
Boston Private Financial Holdings   January 2002 - December 2010
Xylem Investments   1995 - December 2002
NVEST   1992 - 1995
Tne New England Companies   1984 - 1992
Price Waterhouse Coopers  1979 - 1984
Faw Casson & Co., LLP   1975 - 1979

Skills
Due Diligence, Mergers, Internal Controls, Sarbanes-Oxley Act, Strategic Financial..., Accounting, Budgets, Negotiation, Mergers & Acquisitions, Finance, Risk Management, Management, Financial Analysis, Start-ups, SEC filings, Portfolio Management, Hyperion Enterprise, Cash Flow, Credit, GAAP, Financial Statements, Banking, Consolidation, Internal Audit, Financial Services, Analysis, Tax, Financial Risk, Financial Reporting, Asset Management, Investments, Auditing, Cash Management, Managerial Finance, Financial Modeling, Revenue Recognition, CPA, Forecasting, Tax Accounting, US GAAP, Corporate Finance, Fixed Asset Management, Financial Planning, Sailing, SEC Filings

Education
Bentley University   1989 — 1992
MST, Taxation

Baldwin Wallace University   1971 — 1975
BS, Accounting

Isabelle McNitt Isabelle McNitt Greater Boston Area Details
Isabelle McNitt's Boston Private Financial Holdings Experience October 2013 - February 2015
Job Randstad Staffing Consultant 7818975225
Industry Staffing and Recruiting
Experience
Randstad USA  May 2015 - Present
Boston Private Financial Holdings   October 2013 - February 2015
McGladrey  January 2012 - September 2013
Risk Strategies Company  May 2011 - September 2011
BDO USA, LLP  January 2011 - July 2011

Skills
Accounting, Marketing, Accounts Payable, CRM, Budgets, US GAAP, PowerPoint, Finance, Financial Reporting, Auditing, Financial Accounting, Financial Statements

Education
Suffolk University   2008 — 2012
Bachelor of Science, Accounting, Graduated Cum Laude

Tim Macdonald Tim Macdonald Greater Boston Area Details
Tim Macdonald's Boston Private Financial Holdings Experience September 2009 - January 2011
Job Chief Risk Officer at Boston Private Bank
Industry Banking
Experience
Boston Private Bank  February 2011 - Present
Boston Private Financial Holdings   September 2009 - January 2011
GE  January 2007 - September 2009
General Electric  January 2007 - September 2009
GE Money  January 2007 - September 2009
GE Capital  January 2007 - September 2009
Federal Reserve Bank of Boston  1991 - 2006
KPMG Advisory  November 2004 - December 2005

Skills
Enterprise Risk..., Risk Management, Basel II, Economic Capital, Financial Risk, Banking, Credit Risk, Credit, Operational Risk..., Operational Risk, Financial Services, Derivatives, Market Risk, Loans, Capital Markets, Program Management, Portfolio Management, Financial Modeling, Due Diligence, Finance, Financial Institutions, AML, Credit Analysis, Strategy, Financial Markets, Commercial Banking, Fixed Income, Corporate Finance, Structured Finance, Equities, Securities, Treasury Management, ALM, Valuation, Asset Management, Investment Banking, Bloomberg, Treasury, Hedge Funds, Financial Analysis, Liquidity Risk, Investments

Education
Northeastern University - Graduate School of Business Administration   1983 — 1986
MBA, Finance

Fairfield University   1976 — 1980
BA, Economics

Yixue Zhang Yixue Zhang Greater Boston Area Details
Yixue Zhang's Boston Private Financial Holdings Experience January 2013 - Present
Job AVP, Tax Senior at Boston Private Financial Holdings
Industry Financial Services
Experience
Boston Private Financial Holdings   January 2013 - Present
Boston Private Financial Holdings   March 2011 - January 2013
Sun Life Financial  June 2008 - January 2011
Sun Life Financial  2005 - 2008

Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Tax, Accounting, Internal Controls, Finance

Education
Suffolk University
master, Tax

Joe Nixon Joe Nixon New York, New York Details
Joe Nixon's Boston Private Financial Holdings Experience June 2011 - August 2011
Job Productivity at Citi
Industry Financial Services
Experience
Citi  July 2014 - Present
Citi  June 2012 - July 2014
Boston Private Financial Holdings   June 2011 - August 2011

Skills
Microsoft Excel, Microsoft PowerPoint, Valuation, Networking, Financial Analysis, Financial Services, Financial Modeling, FactSet, Written & Oral..., PowerPoint, Entrepreneurship, Sales, Strategy

Education
Babson College   2008 — 2012
BS, Finance and Accounting

Foxborough High School   2004 — 2008

Albi Selko Albi Selko Greater Boston Area Details
Albi Selko's Boston Private Financial Holdings Experience January 2014 - Present
Job Senior Risk Manager at Boston Private Financial Holdings
Industry Investment Management
Experience
Boston Private Financial Holdings   January 2014 - Present
Boston Private Financial Holdings   July 2012 - December 2013
Eaton Vance  June 2008 - July 2012
Liberty Mutual  December 2006 - June 2008

Skills
Internal Controls, Accounting, Auditing, Financial Reporting, Risk Management, Internal Audit, Sarbanes-Oxley, Process Improvement, Financial Risk, Enterprise Risk..., Financial Services, Sarbanes-Oxley Act

Education
Suffolk University - Sawyer School of Management   2010 — 2013
MBA, Strategic Management

Boston University   2000 — 2004
Bachelors, Int'l Relations

English High School   1996 — 2000

Heather Foust Heather Foust Boston, Massachusetts Details
Heather Foust's Boston Private Financial Holdings Experience August 2015 - Present
Job Internal Auditor at Boston Private Financial Holdings
Industry Banking
Experience
Boston Private Financial Holdings   August 2015 - Present
Epsilon  September 2014 - August 2015
Prosperity Bank  July 2013 - June 2014
Lane Gorman Trubitt PLLC  October 2012 - April 2013

Skills
QuickBooks, Financial Statements, Microsoft Excel, Payroll, Microsoft Office, Microsoft Word, Outlook, PowerPoint, TeamMate, SharePoint, Internal Audit

Education
The University of Texas at Dallas   2010 — 2014
Bachelor of Science (B.S.), Accounting

Scott Blumenthal Scott Blumenthal Boston, Massachusetts Details
Scott Blumenthal's Boston Private Financial Holdings Experience September 2014 - Present
Job Rotational Development Program Associate at Boston Private Financial Holdings
Industry Financial Services
Experience
Boston Private Financial Holdings   September 2014 - Present
Tufts University  September 2010 - May 2014
Boston Private Bank  June 2013 - August 2013
Suffolk County District Attorney's Office  June 2012 - August 2012
High Meadow Day Camp   June 2010 - August 2010

Skills
PowerPoint, SPSS, Social Media, Microsoft Word, Microsoft Excel, Team Leadership, Italian, Spreadsheets, Stata, Economics, Psychology, Data Analysis, Microsoft Office

Education
Tufts University   2010 — 2014
Bachelor's Degree, Economics, Psychology

Trinity College in Rome - Semester Abroad
Economics, Art History, Italian

Simsbury High School   2006 — 2010
High School

Jackie Shoback Jackie Shoback Greater Boston Area Details
Jackie Shoback's Boston Private Financial Holdings Experience February 2015 - Present
Job Executive Vice President, Chief Client Development Officer
Industry Consumer Services
Experience
Boston Private Financial Holdings   February 2015 - Present
TIAA-CREF  December 2010 - January 2015
Fidelity Investments  January 2009 - December 2009
Fidelity Investments  2006 - 2008
Fidelity Investments  2004 - 2006
Staples  2001 - 2003
Staples  2001 - 2002
Staples  1999 - 2000
Staples  1996 - 1998
Citicorp  July 1988 - July 1991

Skills
Mergers, P&L Management, Multi-channel Marketing, Executive Management, Database Marketing, Mergers & Acquisitions, Competitive Analysis, Analytics, CRM, Cross-functional Team..., E-commerce, Leadership, Enterprise Software, Strategy, Management, Business Planning, Strategic Planning

Education
Harvard Business School   1991 — 1993
MBA, Business

Wellesley College   1984 — 1988
BA, Economics & Political Science

Judith Gascoigne Pashoian Judith Gascoigne Pashoian Greater Boston Area Details
Judith Gascoigne Pashoian's Boston Private Financial Holdings Experience September 2008 - Present
Job AVP Finance at Boston Private Financial Holdings
Industry Financial Services
Experience
Boston Private Financial Holdings   September 2008 - Present
Republic Properties   February 2004 - September 2008
High Country Investor, Inc. (Hilltop Steakhouse)   June 1996 - February 2004
Cunney & Jospe, Inc.   January 1995 - June 1996
Au Bon Pain  March 1993 - January 1995
Hilltop Steakhouse, Inc.   July 1992 - February 1993
Cunney & Jospe, Inc.   November 1988 - February 1992
Boston Tea Party Ship and Museum   June 1987 - July 1988

Skills
Internal Controls, Financial Reporting, Accounting, Due Diligence, Event Planning, Financial Analysis, Microsoft Excel, Budgets, Strategic Planning, Customer Service

Education
Eckerd College   1983 — 1987
Bachelor of Arts (B.A.), Psychology

Pomfret School   1979 — 1983

Lisa Petrowsky Lisa Petrowsky Greater Boston Area Details
Lisa Petrowsky's Boston Private Financial Holdings Experience April 2011 - January 2015
Job Global Payroll Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management  January 2015 - Present
Boston Private Financial Holdings   April 2011 - January 2015
Boston Private Bank  October 2009 - April 2011
John Galt Staffing  June 2008 - May 2009

Skills
Microsoft Office, Spreadsheets, Payroll Processing, Record Keeping, Administrative Support, Compliance, Customer Service, Microsoft Excel, Bookkeeping, Management, Administrative..., Training, PowerPoint, Performance Management, New Hire Orientations, Recruiting, Insurance, Banking, Financial Analysis, Employee Training, Human Resources, Employee Benefits, Payroll

Education
Merrimack College   2005 — 2009
Bachelor of Arts, Communication Studies

Gerald Raphel Gerald Raphel Greater Boston Area Details
Gerald Raphel's Boston Private Financial Holdings Experience February 2004 - January 2011
Job
Industry Human Resources
Experience
GeraldRaphelConsulting   February 2011 - Present
Town of Brookline  October 2007 - Present
Planned Parenthood League of Massachusetts  March 2014 - May 2014
Boston Private Financial Holdings   February 2004 - January 2011
ThyssenKrupp  2003 - 2004
Reed Elsevier (Harcourt General)   1994 - 2002
The Boston Company  1977 - 1993

Skills
Employee Benefits, Employee Relations, Talent Management, Human Resources, Deferred Compensation, PeopleSoft, Executive Pay, Onboarding, Succession Planning, HR Policies

Education
Isenberg School of Management, UMass Amherst
MBA, Management

Northeastern University
BS, Business Administration

Christy Venza Christy Venza Greater Boston Area Details
Christy Venza's Boston Private Financial Holdings Experience January 2012 - March 2014
Job Certified Professional Coach Leadership Development
Industry Financial Services
Experience
Boston Private Financial Holdings   January 2012 - March 2014
Boston Private Financial Holdings   March 2010 - February 2012
EBI Consulting  January 2006 - March 2010
EBI Consulting  September 2004 - January 2006
EBI Consulting  2003 - 2004

Skills
Risk Management, Project Management, Creative Direction, Due Diligence, Management, Program Management, Banking, Strategic Planning, Business Development, Business Analysis, Management Consulting

Education
Institute for Professional Excellence in Coaching (iPEC)   2011 — 2012
Certified Professional Coach

University of Massachusetts Boston   2008 — 2011
MBA, Business Management

Barney School of Business   2007 — 2007
MBA, Course: International Business and Multinational Enterprises - Dubai, UAE

University of New Hampshire   1998 — 2002
B.A., Communication

Daniel Shipman Daniel Shipman Greater Boston Area Details
Daniel Shipman's Boston Private Financial Holdings Experience September 2015 - Present
Job Rotational Development Program Associate at Boston Private Financial Holdings
Industry Financial Services
Experience
Boston Private Financial Holdings   September 2015 - Present
Ramirez & Co., Inc.   January 2014 - June 2014
Goldman Sachs  January 2013 - June 2013
Wellington Management  January 2012 - June 2012
Hartford Stage Company  July 2011 - August 2011

Skills
MS Excel, MS Word, MS PowerPoint, Spanish, Tax, Customer Service, Financial Statements, Microsoft Excel, PowerPoint, Financial Accounting, Microsoft Word, Data Analysis, Teamwork

Education
Northeastern University   2010 — 2015
Bachelor of Science Degree, D'Amore McKim School of Business

Glastonbury High School   2006 — 2010

Chris Weir Chris Weir San Francisco, California Details
Chris Weir's Boston Private Financial Holdings Experience April 2007 - October 2008
Job Vice President, Commercial Banking Finance at MUFG Americas
Industry Financial Services
Experience
MUFG Americas  May 2015 - Present
MUFG Americas  March 2012 - Present
Seagate Technology  November 2008 - March 2010
Boston Private Financial Holdings   April 2007 - October 2008
Boston Private Financial Holdings   September 2005 - March 2007

Education
Santa Clara University   2007 — 2009
MBA, Finance

University of California, Santa Barbara   2002 — 2005
BA, Business-Economics w/Accounting

Thomas Hamnett Thomas Hamnett New York, New York Details
Thomas Hamnett's Boston Private Financial Holdings Experience June 2006 - September 2006
Job Global Strategy Consultant at Samsung Electronics
Industry Management Consulting
Experience
Samsung Electronics  September 2014 - Present
American Express  June 2013 - August 2013
Daily Burn an IAC Company  February 2013 - May 2013
Altman Vilandrie & Company  August 2007 - May 2012
Solon Management Consulting  July 2010 - October 2010
Boston Private Financial Holdings   June 2006 - September 2006

Skills
Due Diligence, Management Consulting, Financial Modeling, Business Strategy, Business Modeling, Competitive Analysis, Strategy, Analytics, Market Analysis, Strategic Consulting, Management, Analysis

Education
New York University, Stern School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Specializations: Finance, Management of Technology and Operations

Harvard University   2003 — 2007
AB, Chemistry & Physics (Major), Economics (Minor)

Jay Housman Jay Housman Greater Boston Area Details
Jay Housman's Boston Private Financial Holdings Experience June 2008 - August 2008
Job Media Specialist at BBK Worldwide
Industry Pharmaceuticals
Experience
BBK Worldwide  May 2014 - Present
DiningIn.com  November 2012 - May 2014
DiningIn.com  June 2012 - November 2012
nSphere  February 2012 - May 2012
ElderCarelink, a division of QuinStreet, Inc.   June 2010 - February 2012
Boston Private Bank  June 2009 - August 2009
Boston Private Financial Holdings   June 2008 - August 2008

Skills
Marketing, Online Advertising, Advertising, SEM, Google Analytics, Google Adwords, Business Development, Salesforce.com, Affiliate Marketing, E-commerce, Sales, Online Marketing, Lead Generation, Email Marketing, PPC, Digital Marketing, Social Media, Social Media Marketing

Education
University of Pittsburgh   2006 — 2010
B.S., Finance

Michael McGovern, J.D., LL.M., CAMS Michael McGovern, J.D., LL.M., CAMS Greater New York City Area Details
Michael McGovern, J.D., LL.M., CAMS's Boston Private Financial Holdings Experience February 2009 - May 2009
Job AML / BSA / OFAC / Financial Crimes Independent Consultant and Subject Matter Expert (SME)
Industry Banking
Experience
Standard Chartered Bank  March 2014 - Present
Company Confidential  November 2013 - February 2014
Gibraltar Private Bank & Trust  February 2013 - November 2013
HSBC  June 2012 - December 2012
BNY Mellon  December 2011 - June 2012
Deloitte  May 2010 - December 2011
Appellate Division of the New York State Unified Court System   June 2009 - May 2010
Boston Private Financial Holdings   February 2009 - May 2009

Skills
Legal Compliance, Compliance, Due Diligence, Research, Banking, Legal Research, Corporate Governance, Suspicious Activity..., AML, KYC, Bank Secrecy Act, Financial Services, OFAC, Securities, Fraud, Internal Audit, Anti Money Laundering, Risk Management, Financial Risk

Education
NYU Law   2004 — 2007
J.D., U.S. Law

Boston University School of Law   2008 — 2009
LL.M., Banking and Finance Law; Compliance Programs Management

Flagler College   1998 — 2002
BA, Business Administration

Giovanni Bolivar Giovanni Bolivar Greater Boston Area Details
Giovanni Bolivar's Boston Private Financial Holdings Experience January 2014 - Present
Job AVP, Financial Systems Administrator at Boston Private Financial Holdings
Industry Financial Services
Experience
Boston Private Financial Holdings   January 2014 - Present
Boston Private Financial Holdings   February 2007 - Present

Education
Boston College   2002 — 2006
B.S., Accounting, Finance, Marketing

Kristin Griffin Kristin Griffin Greater Boston Area Details
Kristin Griffin's Boston Private Financial Holdings Experience September 2012 - June 2014
Job Wealth Planning Associate at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC  June 2014 - Present
Boston Private Financial Holdings   September 2012 - June 2014
Boston Private Bank  June 2011 - August 2011

Education
Boston University   2014 — 2016
Certificate in Financial Planning Program

Elon University - Martha and Spencer Love School of Business   2008 — 2012
Bachelor of Science (BS), Finance, General

Jeanne Hess Jeanne Hess Hartford, Connecticut Area Details
Jeanne Hess's Boston Private Financial Holdings Experience January 2013 - June 2014
Job VP, Director of IR at VRTS
Industry Financial Services
Experience
Virtus Investment Partners  July 2014 - Present
Boston Private Financial Holdings   January 2013 - June 2014
Boston Private Financial Holdings   October 2009 - December 2012
Boston Private Financial Holdings   January 2008 - October 2009
Boston Private Financial Holdings   May 2006 - December 2007
John Hancock Life Insurance Company (U.S.A.)   January 2004 - May 2006

Skills
Crisis Communications, Investor Relations, Corporate Communications, Editing, Content Strategy, Integrated Marketing, Leadership, Strategy, Marketing Communications, Strategic Communications, Marketing, Brand Management, Press Releases, Media Relations, Public Relations, Strategic Planning, Mergers & Acquisitions, Financial Modeling, Investments

Education
Simmons School of Management   2011 — 2014
Master of Business Administration (M.B.A.)

Northeastern University   2000 — 2005
BA, Journalism and Political Science

Bill Curran Bill Curran Greater Boston Area Details
Bill Curran's Boston Private Financial Holdings Experience January 2015 - Present
Job Senior Vice President, Leadership & Talent Development at Boston Private Financial Holdings, Inc.
Industry Professional Training & Coaching
Experience
Boston Private Financial Holdings   January 2015 - Present
Boston Private Bank  September 2014 - Present
Sullivan & McLaughlin  March 2011 - August 2013
Bll Curran - Sr. Leadership Consultant   July 2008 - March 2011
Sensata Technologies  May 2006 - March 2008
Vertex Pharmaceuticals  2005 - 2005
PerkinElmer,Inc. (formerly EG&G)   August 1982 - June 2003
EG&G  2000 - 2003
PerkinElmer  1998 - 2003

Skills
Career Development, Employee Training, Organizational..., Leadership, Training, Succession Planning, Leadership Development, Employee Relations, Deferred Compensation, Employee Engagement, Organizational..., Talent Management, Strategic Planning, Staff Development, Process Improvement, Recruiting, HRIS, Workforce Planning, Organizational Design, Human Resources, Executive Coaching, Onboarding, Employee Benefits, Public Speaking, Marketing, Management, Team Building, Change Management, Customer Service, Team Management, New Business Development, Performance Management, Workshop Facilitation, Start-ups, Strategy, Business Strategy, Benefits Administration, Coaching, Talent Acquisition, Program Management, Personnel Management, Management Development, 360 Feedback, Executive Development, MBTI, Culture Change, Career Management, Compensation & Benefit, Instructional Design, HR Consulting

Education
Boston University   1984 — 1986
M.Ed., Human Resources Education

Stonehill College   1976 — 1978
B.S., Business Adminstration

Bridgewater State University   1974 — 1976
general requirements

Tony Basso Tony Basso San Francisco Bay Area Details
Tony Basso's Boston Private Financial Holdings Experience September 2002 - July 2005
Job Executive Director at Champion Summer Camp
Industry Individual & Family Services
Experience
Champion Summer Camp   September 2008 - Present
Decathlon Sports Club  June 2007 - August 2008
QuinStreet  July 2005 - June 2007
Boston Private Financial Holdings   September 2002 - July 2005
Siebel Systems  December 2000 - August 2002
Business Bot Software   May 1999 - December 2000
Montgomery Asset Management  October 1997 - May 1999

Education
University of California, Berkeley - Walter A. Haas School of Business   2003 — 2005
MBA

University of California, Los Angeles   1993 — 1997
BS, Economics

Andrew Plumridge Andrew Plumridge Greater Boston Area Details
Andrew Plumridge's Boston Private Financial Holdings Experience June 2014 - Present
Job General Auditor at Boston Private Financial Holdings
Industry Financial Services
Experience
Boston Private Financial Holdings   June 2014 - Present
Dartmouth Educational Association   March 2011 - Present

Skills
Risk Management, Auditing, Asset Management, Due Diligence, Process Improvement, Tax, Internal Controls, Investment Management

Education
Boston University   1994 — 1995
MBA

Dartmouth College   1990 — 1994

Menlo School

Megann (Wrisley) Arthur Megann (Wrisley) Arthur Baltimore, Maryland Details
Megann (Wrisley) Arthur's Boston Private Financial Holdings Experience February 2008 - June 2009
Job Assistant Director of Board Relations at Connections Education
Industry Education Management
Experience
Connections Education  June 2009 - Present
Connections Academy  June 2012 - April 2014
Connections Academy  February 2011 - June 2012
Connections Academy  June 2009 - February 2011
Boston Private Financial Holdings   February 2008 - June 2009
IONA Technologies  July 2007 - February 2008
Investors Bank & Trust  October 2006 - July 2007
Zalkind, Rodriguez, Lunt & Duncan   September 2003 - April 2006
The Zitter Group  2006 - 2006
Dantes Restaurants   2000 - 2002

Skills
Strategic Planning

Education
Penn State University   1998 — 2002
Bachelor of Arts (BA), English

New England Law Boston

Steven Gaven Steven Gaven Greater Boston Area Details
Steven Gaven's Boston Private Financial Holdings Experience November 2011 - Present
Job Vice President Corporate Finance and Director of Investor Relations at Boston Private Financial Holdings
Industry Financial Services
Experience
Boston Private Financial Holdings   November 2011 - Present
Susquehanna International Group  August 2010 - November 2011
Boston Private Financial Holdings   May 2007 - August 2010
Investors Financial Services Corp.   February 2004 - May 2007
Thomson Financial  July 2002 - December 2003

Skills
Financial Modeling, Mergers & Acquisitions, Capital Markets, Strategy, Corporate Finance, Business Strategy, Bloomberg, SNL, Market Research, Portfolio Management, Asset Management, Investor Relations

Education
Boston College - Wallace E. Carroll Graduate School of Management   2006 — 2009
MBA, Finance

Providence College   1998 — 2002
BA, Economics

Morris Hills

Brett Hagen Brett Hagen Greater Boston Area Details
Brett Hagen's Boston Private Financial Holdings Experience January 2009 - July 2014
Job Controller at BIND Therapeutics
Industry Accounting
Experience
BIND Therapeutics  July 2014 - Present
Boston Private Financial Holdings   January 2009 - July 2014
The Princeton Review  2008 - 2008
BioProcessors  2007 - 2008
PricewaterhouseCoopers  2004 - 2007
USAF  1997 - 2004

Skills
Accounting, Program Management, Mergers & Acquisitions, General Ledger, Financial Reporting, Finance, Team Leadership, Financial Analysis, Project Management, SEC filings, Investments, Software Documentation, SAP, Forecasting, Human Resources

Education
Suffolk University
Master of Science (M.S.), Finance

Wright State University   2000 — 2004
MAcc, Accounting

University of Minnesota-Twin Cities   1992 — 1997

Kate Scolnick Kate Scolnick San Francisco Bay Area Details
Kate Scolnick's Boston Private Financial Holdings Experience 2002 - 2005
Job Vice President Investor Relations at Seagate Technology
Industry Information Technology and Services
Experience
Seagate Technology  January 2012 - Present
Intel Corporation  September 2011 - January 2012
McAfee  September 2009 - September 2011
EMC Corporation  February 2005 - September 2009
Boston Private Financial Holdings   2002 - 2005
Quokka Sports  1999 - 2001
Financial Relations Board  1994 - 1999

Skills
Analyst Relations, Corporate Communications, Strategic Partnerships, Strategic Communications, Competitive Analysis, Investor Relations, Messaging, Mergers & Acquisitions

Education
Michigan State University   1986 — 1990

Victoria Kane Victoria Kane Greater Boston Area Details
Victoria Kane's Boston Private Financial Holdings Experience January 2013 - Present
Job Senior Vice President / Assistant General Counsel at Boston Private Financial Holdings
Industry Financial Services
Experience
Boston Private Financial Holdings   January 2013 - Present
Boston Private Financial Holdings   2002 - Present

Skills
Investment Advisers Act, Corporate Law, Mergers, Corporate Governance, Due Diligence

Education
Suffolk University Law School   2000 — 2002
JD

University of Rochester   1987 — 1991
BA, History

Robert Nowotny Robert Nowotny Boston, Massachusetts Details
Robert Nowotny's Boston Private Financial Holdings Experience January 2008 - May 2011
Job VP, Financial Reporting Manager at Boston Private Bank
Industry Banking
Experience
Boston Private Bank  May 2011 - Present
Boston Private Financial Holdings   January 2008 - May 2011
Ocean City Home Bank  1999 - 2007
Summit Bank  1998 - 1999
Summit Bank  1997 - 1998
Collective Bank  1996 - 1997
Collective Bank  1992 - 1996
GE  1987 - 1991

Skills
Banking, Accounting, Excel, PowerPoint, Word, Microsoft Word, Call Reporting, Finance, Financial Reporting, Investments, Microsoft Excel, Treasury Management, Financial Services, Loans, Budgets, Corporate Finance, Account Reconciliation, Cash Management, Entrepreneurship, Financial Risk

Education
Bentley University
MBA, Entrepreneurship, Global Business

University of Massachusetts at Lowell
BS, Finance, graduated Magna Cum Laude

Louisiana State University

Joe Regan Joe Regan Greater Boston Area Details
Joe Regan's Boston Private Financial Holdings Experience March 2004 - Present
Job SVP & Treasurer at Boston Private Financial Holdings
Industry Banking
Experience
Boston Private Financial Holdings   March 2004 - Present

Education
University of Massachusetts Lowell   1981 — 1985
accounting

Tessa Callahan Tessa Callahan Boston, Massachusetts Details
Tessa Callahan's Boston Private Financial Holdings Experience May 2015 - Present
Job Financial Analyst, AVP
Industry Banking
Experience
Boston Private Financial Holdings   May 2015 - Present
Boston Private Bank  September 2010 - Present
Wainwright Bank  October 2007 - August 2010
Riso   June 2005 - September 2007

Education
Salem State College   2008 — 2011
MBA

Fitchburg State University   2001 — 2005
BS, Business

Michael Tempesta Michael Tempesta Scituate, Massachusetts Details
Michael Tempesta's Boston Private Financial Holdings Experience December 2005 - July 2006
Job Senior financial services professional Compliance, Risk, Governance, & Audit experience
Industry Financial Services
Experience
Columbia Management  August 2014 - Present
Citizens Bank  July 2013 - March 2014
Bank of America  June 2006 - July 2013
Boston Private Financial Holdings   December 2005 - July 2006
Bank of America, Columbia Management  June 1995 - December 2005

Skills
Banking, Operational Risk, Operational Risk..., Risk Management, AML, Basel II, KYC, Enterprise Risk..., Fraud, Business Continuity, Mutual Funds, Portfolio Management, Securities, Financial Services, FINRA, Relationship Management, Financial Risk, Anti Money Laundering, Due Diligence, Investments, Series 7

Education
Eastern Nazarene College   2000 — 2002
Master's degree, Business Administration and Management, General

Curry College   1992 — 1995
Bachelor's degree, Business

Quincy High School

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