Boston Private Appoints Chris Roy Managing Director
October 02 2017 - 9:34AM
Business Wire
Boston Private, a leading provider of fully integrated wealth
management, trust and private banking services, today announced
the appointment of Chris Roy as Managing
Director, Senior Business Development Officer. In
this role, Roy will be responsible
for establishing new relationships with institutional and
private clients, and will report
to Scott Dell’Orfano, Chief Operating
Officer at Boston Private Wealth.
“As a 24-year industry veteran of leading firms in Boston, San
Francisco, and New York, Chris has a proven national
track record of providing exceptional service to clients and
prospects,” said Scott Dell’Orfano. “In
addition to working with families and individuals, Chris will help
lead our efforts with non-profit clients, delivering integrated
investment advisory and banking services. We are excited
to have him in this role and look forward to his
contributions as we continue to expand Boston Private’s client
base in key regions across the U.S.”
Chris joins Boston Private
from Windrose Advisors, where he led the Client Advisory
Group in advising endowments, foundations and families. Prior
to that role, he was the Vice President for Business
Development at Fidelity Investments, Director of Business
Development at Clearbrook Global Advisors, and a Vice
President at Merrill Lynch Global Private Client, where
he held a role on the management team for one of the
firm’s fastest-growing teams.
Chris earned his Bachelor
of Arts degree from Bowdoin College, where he was elected
the captain of the lacrosse team, and is a graduate of The Roxbury
Latin School and Dexter-Southfield School. He currently serves
as Chair of the Investment Committee and Trustee at the
Dexter Southfield School in Brookline, Massachusetts.
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/20171002005864/en/
Media:Boston PrivateSteve Brownell,
617-912-4402sbrownell@bostonprivate.com
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