BOSTON--(BUSINESS WIRE)--Boston Private, a leading provider of fully integrated wealth management, trust and private banking services, today announced the appointment of John Tassone and Tate Haire as new Senior Wealth Advisors and Co-Heads of Wealth Management, Southwestern Florida. The appointment completes a strategic alignment with SteelBridge Private Wealth Advisors to increase Boston Private’s reach in the Southwest Florida market.
Mr. Tassone and Mr. Haire join Boston Private Wealth to further the mission of providing deeply personal and hands-on wealth management and banking for clients. The two will build on their success in developing the SteelBridge Private Wealth Advisors business to act as key architects in bringing and enhancing Boston Private’s offerings to clients in Southwest Florida. Mr. Haire and Mr. Tassone will be based in Naples.
“The strategic partnership with John and Tate will be crucial in building out our presence and offering the exceptional service we are known for in Southwestern Florida,” said Scott Dell’Orfano, President of Boston Private Wealth. “Their work at SteelBridge resonates deeply with the ethos and work ethic we hold at Boston Private and we look forward to providing resources and scale to their business to expand Boston Private’s offerings as an integrated firm.”
Mr. Haire brings more than 20 years of experience in financial planning, wealth and investment management, insurance, and credit and banking solutions. Prior to SteelBridge, Mr. Haire served as a Wealth Advisor with Wells Fargo Private Bank where he was the primary point of contact for high net worth clients. He also held roles at SunTrust as a Private Client Advisor and at BB&T as a Group Private Banking Manager. He is a Certified Financial Planner and graduated with a Bachelor of Science from Barton College and an MBA and Masters in Trust and Investment Management, Cum Laude, from Campbell University.
Mr. Tassone also brings over 20 years of experience in wealth and investment management, investment banking, estate and tax planning, and private investments. Prior to joining SteelBridge, he was a senior executive at GenSpring Family Offices, a $20+ billion multi-family office. Before that, Mr. Tassone was an investment banker with Deutsche Bank where he helped originate and execute over 25 merger advisory, debt and equity capital raises, and public offerings worth in excess of $12 billion. He is a Chartered Alternative Investment Analyst and received a Bachelor of Science from Cornell University’s Dyson School, an MBA from the Union College Graduate School of Management, and a JD from Albany Law School.
About Boston Private
Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For over 30 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 offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles, Palm Beach and Naples. 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
Private Banking and Trust services are offered through Boston Private Bank & Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, an SEC Registered Investment Adviser and wholly owned subsidiary of Boston Private Bank & Trust Company.
Investments are Not FDIC Insured, Not Guaranteed and May Lose Value.