BOSTON PRIVATE WEALTH Overview
Boston Private Wealth Llc is an investment advisor that manages 8.9 BN dollars in regulatory AUM and has 136 employees, of which 50 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 7BN in positions, representing 80% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 7BN in positions, representing 80% of the manager's regulatory AUM.
BOSTON PRIVATE WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
BOSTON PRIVATE WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.14% | Tech | 7.98% | -0.01% | 0 | 45% | ||
| SHV | 4.61% | ETF | 0.75% | -0.03% | 1 | 3% | ||
|
Get the Full Report |
||||||||
FEATURED IN
BOSTON PRIVATE WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Peter J. Raimondi | Director, President And Chief Executive Officer | October-2014 |
| Sharon A. Daniels | Chief Operating Officer | October-2014 |
| Patrick E. Tylander | Treasurer | October-2014 |
| Lauri B. London | Chief Compliance Officer | October-2014 |
| Reed T. Manning | Chief Investment Officer | October-2014 |
| Scott Dell'Orfano | Chief Strategic Officer | October-2014 |
| Clayton G. Deutsch | Chairman Of The Board | October-2014 |
| Mark Thompson | Director | October-2014 |
| David J. Kaye | Director | October-2014 |
| George Schwartz | Director | October-2014 |
| Christopher J. Parker | Chief Administrative Officer | November-2014 |
| David J. Costigan | Executive Managing Director Of Wealth Management | November-2014 |
| Thomas K. Anderson | Executive Managing Director Of Investment Consulting & Communication | November-2014 |
| William T. Oberlies | Executive Managing Director-Trust Services | February-2015 |
BOSTON PRIVATE WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BOSTON PRIVATE WEALTH Investment Strategy
Item 8 - Client Contact with Portfolio Managers
Clients may contact BPW at any time to discuss their accounts and investments.
Item 9 - Additional Information
...
Get the Full Report
Clients may contact BPW at any time to discuss their accounts and investments.
Item 9 - Additional Information
...
Get the Full Report
BOSTON PRIVATE WEALTH Portfolio Concentration
BOSTON PRIVATE WEALTH Location
TEN POST OFFICE SQUARE
BOSTON, Massachusetts
UNITED STATES, 02109
BOSTON, Massachusetts
UNITED STATES, 02109
BOSTON PRIVATE WEALTH Contact Information
Phone Number: 800-422-6172
Fax Number: 561-630-9788
Website: null
Fax Number: 561-630-9788
Website: null
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
