Boston Private Wealth LLC
Nombre legal: BOSTON PRIVATE WEALTH LLC
Detalles de contacto completos
Boston Private Wealth LLC
ONE FEDERAL STREET, 30TH FLOOR, BOSTON, MA
617-223-0200
617-502-9422
Otra información
Boston Private Wealth LLC es una firma financiera de buena reputación con sede en Massachusetts, y legalmente conocida como BOSTON PRIVATE WEALTH LLC. Cuenta con 133 empleados, de los cuales 72 desempeñan roles de asesoría, proporcionando a los clientes un asesoramiento financiero de primer nivel. Aunque no se sabe el número de clientes atendidos, el estatus de SEC de la firma está listado como Aprobado, con una fecha de registro del 2 de octubre de 2014, lo que indica su cumplimiento con los estándares regulativos.
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Propietarios directos
-
ADRIAN NMN KETRI
CHIEF COMPLIANCE OFFICER posee menos de 5%
-
ANTHONY NMN DECHELLIS
MANAGER posee menos de 5%
-
BOSTON PRIVATE BANK & TRUST COMPANY
MEMBER posee 75% o más
-
PAUL MICHAEL SIMONS
PRESIDENT posee menos de 5%
-
SHANNON LEIGH SACCOCIA
CHIEF INVESTMENT OFFICER posee menos de 5%
-
STEVEN MICHAEL GAVEN
CHIEF FINANCIAL OFFICER posee menos de 5%
-
THOMAS KENNETH ANDERSON
CHIEF OPERATING OFFICER posee menos de 5%
-
ROBERT KARL ROSS
CHIEF COMPLIANCE OFFICER posee menos de 5%
Propietarios indirectos
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BOSTON PRIVATE FINANCIAL HOLDINGS, INC.
100% OWNER posee 75% o más
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Noticias
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