Boston Private Names Allison Baird Chief Marketing Officer

Boston Private, a leading provider of integrated wealth management, trust, and commercial and private banking services, today announced the appointment of Allison Baird as Chief Marketing Officer. In this role, Ms. Baird will be responsible for all aspects of marketing, advertising, branding, public relations and client development programs across the firm.

A seasoned leader with deep expertise in wealth management, banking, retirement and asset management, Ms. Baird joined Boston Private in 2016 as Senior Vice President of Marketing and Client Development to lead strategic programs designed to drive awareness and affinity among Boston Private clients and prospects. In 2019, she was appointed Senior Vice President of Products and Solutions, a role in which she developed client-focused solutions for individuals and businesses.

Prior to joining Boston Private, Ms. Baird held a variety of marketing and product leadership roles at Fidelity Investments in the institutional broker-dealer, RIA, retail high-net-worth and retirement businesses. She also previously served at TIAA, supporting its wealth management and advisory business.

“Allison is an innovative, data-driven marketer and her many talents will help Boston Private communicate the benefits of our bespoke, client-first approach,” said Anthony DeChellis, CEO of Boston Private. “She has demonstrated skilled leadership and a deep understanding of our clientele in her time at Boston Private and I look forward to the work she will accomplish in the CMO role.”

Ms. Baird will report directly to Mr. DeChellis. Ms. Baird earned her undergraduate degree from Brown University and her Masters degree from Georgetown University.

About Boston Private Boston Private is a leading provider of integrated wealth management, trust and banking services to high-net-worth individuals, families, businesses and nonprofits.

For more than 30 years, Boston Private has delivered comprehensive advice coupled with deep technical expertise to help clients simplify their lives and achieve their goals. The firm offers the capabilities of a large institution with the superior service of a boutique, nationwide.

Boston Private is the corporate brand of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH). For more information, visit https://www.bostonprivate.com/.

Investments are Not FDIC Insured, Not Guaranteed and May Lose Value.

View source version on businesswire.com: https://www.businesswire.com/news/home/20200113005200/en/

MEDIA: Lucy Muscarella 617-912-4402 lmuscarella@bostonprivate.com

INVESTORS: Adam Bromley 617-912-4386 abromley@bostonprivate.com

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