Joseph D. Regan

Boston Private Financial Holdings, Inc. engages in the provision of banking services. It operates through the Private Banking; and Wealth Management and Trust segments. The Private Banking segment offers services to privately owned businesses, private partnerships, and non-profit organizations. The Wealth Management and Trust segment offers planning-based financial strategies, wealth management, family office, financial planning, tax planning, and trust services to individuals, families, institutions, and nonprofit institutions. The company was founded on September 2, 1987 and is headquartered in Boston, MA.

The Group's principal activity is to provide a wide range of banking services to individuals and businesses. It attracts deposits from the general public through fifteen full service banking offices. It provides residential and commercial real estate mortgages, construction loans and variety of consumer loans. It also provides a variety of investment, trust and estate planning services and serves as trustee, executor and executor agent for bank customers. It operates in 15 branch offices located on a broad arc stretching from Medford and Everett in the south, Dracut in the north, and Westford in the west.