Boston Private Financial Holdings:

A National Financial Services Organization

Recently Released!!!
Date Published: September 1, 2012
Summary PowerPoint Deck: 30 Slides
Reference PowerPoint Deck: 202 Slides


Boston Private Financial Holdings was founded in 1987 and is based in Boston, MA. The company generates $386 million revenues, earns $5.2 million, and is led by its CEO Clay Deutsch. Its web sites can be found at www.bostonprivate.com, www.bostonprivatebank.com, www.borel.com, www.dghm.net, www.klsadvisors.com, & www.bosinvest.com.

Boston Private Financial Holdings' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Moderate Phase
  • Rapid Acceleration Phase
  • Recapitalization Phase
Its profile includes the key statistics of the firm, including offices, employees, revenues, & net profits.

Its profile includes detailed outlines of its core businesses:

  • Private Banking
  • Asset Management & Wealth Advisory
And its profile concludes with the highlights of its organizational structure & ownership.





































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