Boston Private Adds to Florida Market Team and Expands Client Offering
June 08 2017 - 10:39AM
Business Wire
Boston Private, a leading provider of fully integrated wealth
management, trust and private banking services, today announced the
addition of Lidy Mata as Private Banking Relationship Manager.
Based in Boston Private’s Palm Beach Gardens, Florida office, Mata
will be responsible for partnering with wealth officers in that
location to provide key banking services for clients.
“We are very pleased to have Lidy join the growing Florida
team,” said Torrance Childs, Co-President, Private Banking Group,
Boston Private Bank. “Her depth of experience, which includes more
than two decades in the industry, will provide our high-net-worth
clients access to concierge banking services in both our Palm Beach
and Coral Gables locations.”
Lidy has more than 25 years of experience working with
high-net-worth individuals and their families, as well as
executives, private partnerships, nonprofit organizations and
professional service firms. Specializing in crafting customized
credit, cash management and liquidity solutions tailored to meet
clients’ unique financial needs, she will work closely with Boston
Private’s team of wealth management professionals specialized in
investment management, financial planning and trusts services,
helping clients grow and preserve wealth.
Before joining Boston Private, Mata held senior banking
positions with U.S. Trust and PNC - Wealth Management in Palm
Beach, Florida. She is active in her local community and volunteers
her time to various civic and charitable organizations. She is on
the advisory board of The Wellington - Neil S. Hirsch Boys &
Girls Club. Lidy is a graduate of Florida Atlantic University, with
a Bachelor’s degree in Finance.
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/20170608005837/en/
Boston PrivateSteve Brownell,
617-912-4402sbrownell@bostonprivate.com
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