-

Boston Private Names Allison Baird Chief Marketing Officer

BOSTON--(BUSINESS WIRE)--Boston Private, a leading provider of integrated wealth management, trust, and commercial and private banking services, today announced the appointment of Allison Baird as Chief Marketing Officer. In this role, Ms. Baird will be responsible for all aspects of marketing, advertising, branding, public relations and client development programs across the firm.

A seasoned leader with deep expertise in wealth management, banking, retirement and asset management, Ms. Baird joined Boston Private in 2016 as Senior Vice President of Marketing and Client Development to lead strategic programs designed to drive awareness and affinity among Boston Private clients and prospects. In 2019, she was appointed Senior Vice President of Products and Solutions, a role in which she developed client-focused solutions for individuals and businesses.

Prior to joining Boston Private, Ms. Baird held a variety of marketing and product leadership roles at Fidelity Investments in the institutional broker-dealer, RIA, retail high-net-worth and retirement businesses. She also previously served at TIAA, supporting its wealth management and advisory business.

“Allison is an innovative, data-driven marketer and her many talents will help Boston Private communicate the benefits of our bespoke, client-first approach,” said Anthony DeChellis, CEO of Boston Private. “She has demonstrated skilled leadership and a deep understanding of our clientele in her time at Boston Private and I look forward to the work she will accomplish in the CMO role.”

Ms. Baird will report directly to Mr. DeChellis. Ms. Baird earned her undergraduate degree from Brown University and her Masters degree from Georgetown University.

About Boston Private
Boston Private is a leading provider of integrated wealth management, trust and banking services to high-net-worth individuals, families, businesses and nonprofits.

For more than 30 years, Boston Private has delivered comprehensive advice coupled with deep technical expertise to help clients simplify their lives and achieve their goals. The firm offers the capabilities of a large institution with the superior service of a boutique, nationwide.

Boston Private is the corporate brand of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH). For more information, visit https://www.bostonprivate.com/.

Investments are Not FDIC Insured, Not Guaranteed and May Lose Value.

Contacts

MEDIA:
Lucy Muscarella
617-912-4402
lmuscarella@bostonprivate.com

INVESTORS:
Adam Bromley
617-912-4386
abromley@bostonprivate.com

Boston Private

NASDAQ:BPFH

Release Versions

Contacts

MEDIA:
Lucy Muscarella
617-912-4402
lmuscarella@bostonprivate.com

INVESTORS:
Adam Bromley
617-912-4386
abromley@bostonprivate.com

More News From Boston Private

Boston Private 2021 “Why of Wealth” Study Reveals Generational Differences in Definition of Wealth

BOSTON--(BUSINESS WIRE)--Boston Private, a leading provider of integrated wealth management, trust and banking services, today released its 2021 “Why of Wealth” study, a comprehensive report that delves into the emotional dimensions of wealth, a continuation of the same topics explored in the 2018 edition of the survey. Importantly, the survey examines how perceptions of wealth differ by generation, and how those perceptions shifted during the Covid-19 pandemic. The “Why of Wealth” survey found...

Boston Private Wins 2021 Family Wealth Report Award

BOSTON--(BUSINESS WIRE)--Boston Private wins the 2021 Family Wealth Report Award for “Outstanding Contribution to Wealth Management Thought Leadership.”...

Boston Private Expands Miami Office to Accommodate Growth

BOSTON--(BUSINESS WIRE)--Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) (“Boston Private”), a leading provider of integrated wealth management, trust, and banking services, today announced the expansion of its Miami, FL office, more than doubling the size of the firm’s space in the Four Seasons Hotel Office Tower just one year after opening the office. Boston Private announced the opening of its office in Miami’s Brickell neighborhood in January of 2020. The firm is now expanding its ph...
Back to Newsroom