BOSTON--(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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