BPFH on NASDAQ

Boston Private Financial Holdings

Boston Private Financial Holdings is an American bank holding company based in Boston.¹ Its shares trade on NASDAQ under the symbol BPFH.¹ It ceased to exist in 2021.¹

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Last updated Oct 21, 2026.

Overview

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TickerBPFH on NASDAQ¹
IndustryState Commercial Banks¹
HeadquartersBoston¹
Incorporated inMA⁴
Business address10 Post Office Sq, Boston, Ma 02109⁴
Filer categoryAccelerated filer⁴
Legal formDomestic Business Corporation³
LEI9LC5YYBM83TLRL460X73³
StatusInactive³
LEI statusRetired³
Registered addressC/O C T Corporation System, 02110 Boston, United States³
Registered withCorporations Division (Secretary of the Commonwealth's Office), 042976299³

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Corporate structure

Boston Private Financial Holdings sits at the top of its group. 2 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Boston Private Financial Holdings Boston, Massachusetts, United States
- Boston Private Bank & Trust Company Subsidiary · United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries, stakes and holdings from Wikidata (CC0). Each entity in the chart links to its source.

What it owns

What Boston Private Financial Holdings reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

Item	Latest	A year before	Change
Property and equipment, before depreciation	$126.0M⁵ Dec 31, 2020	$114.8M⁵ Dec 31, 2019	+9.8%
Accumulated depreciation	$82.0M⁵ Dec 31, 2020	$70.2M⁵ Dec 31, 2019	+16.7%
Property and equipment, net	$44.1M⁵ Dec 31, 2020	$44.5M⁵ Dec 31, 2019	−1.0%
Operating-lease assets (leased space)	$97.9M⁵ Dec 31, 2020	$102.1M⁵ Dec 31, 2019	−4.1%

Investments

Item	Latest	A year before	Change
Cash and cash equivalents	$1.1B⁵ Dec 31, 2020	$292.5M⁵ Dec 31, 2019	+260.9%
Debt securities available for sale	$1.2B⁵ Dec 31, 2020	$978.3M⁵ Dec 31, 2019	+27.1%
Debt securities held to maturity	$35.2M⁵ Dec 31, 2020	$48.2M⁵ Dec 31, 2019	−26.9%
Equity securities at fair value	$41.5M⁵ Dec 31, 2020	$18.8M⁵ Dec 31, 2019	+120.4%
Loans, net of allowance	$6.9B⁶ Dec 31, 2019	$6.8B⁶ Dec 31, 2018	+1.3%
Deposits held (banks)	$8.6B⁵ Dec 31, 2020	$7.2B⁵ Dec 31, 2019	+18.7%

Intangibles and goodwill

Item	Latest	A year before	Change
Goodwill	$57.6M⁵ Dec 31, 2020	$57.6M⁵ Dec 31, 2019	0%
Intangible assets, net (excluding goodwill)	$9.1M⁵ Dec 31, 2020	$10.4M⁵ Dec 31, 2019	−12.5%
Finite-lived intangibles, gross	$26.2M⁵ Dec 31, 2020	$24.8M⁵ Dec 31, 2019	+5.7%
Accumulated amortization	$17.1M⁵ Dec 31, 2020	$14.4M⁵ Dec 31, 2019	+18.7%
Finite-lived intangibles, net	$9.1M⁵ Dec 31, 2020	$10.4M⁵ Dec 31, 2019	−12.5%

Leadership

Who has led Boston Private Financial Holdings, and when. Pick a name to see everywhere that person has worked.

Chief executive

President

Chief financial officer

2010201520202025

Chief executive officerJacqueline S. Shoback Feb 13, 2018 to May 17, 2018⁷
Chief executive officerDavid J. Kaye May 17, 2018 to Nov 20, 2018⁸
Chief executive officerAnthony Dechellis Nov 30, 2018 to Jul 6, 2021⁹
Chief executive officerCorey Griffin May 19, 2015 to Aug 16, 2018¹⁰
Chief executive officerPeter J. Raimondi Oct 8, 2014 to Oct 8, 2014¹¹
Chief executive officerClayton Deutsch Aug 2, 2010 to Jan 3, 2019¹²
Chief executive officerJoseph H. Cromarty Aug 19, 2008 to Oct 14, 2010¹³
Chief executive officerTimothy L. Vaill Feb 8, 2006 to May 17, 2010¹⁴
Chief executive officerSteven D. Hayworth May 1, 2006 to Mar 5, 2008¹⁵
PresidentAnthony Dechellis Nov 30, 2018 to Jul 6, 2021⁹
PresidentGeorge G. Schwartz May 3, 2016 to Dec 6, 2018¹⁶
PresidentClayton Deutsch Aug 2, 2010 to Jan 3, 2019¹²
PresidentWalter M. Pressey Feb 8, 2006 to May 17, 2010¹⁷
PresidentJoseph H. Cromarty Feb 21, 2006 to Jun 2, 2008¹⁸
Chief financial officerSteven M. Gaven Jan 8, 2018 to Jul 6, 2021¹⁹
Chief financial officerDavid J. Kaye Aug 10, 2007 to May 17, 2017²⁰
Chief financial officerRobert J. Whelan Feb 21, 2006 to Feb 16, 2007²¹

Board members and other officers (41)

EVPMaura Almy Feb 6, 2019 to Jul 6, 2021²²
EVPWilliam I. Woodson Jun 6, 2019 to Jul 6, 2021²³
EVPJohn T. Longley Sep 10, 2019 to Jul 6, 2021²⁴
EVP Chief HR OfficerJoy Enos Aug 15, 2018 to Jul 6, 2021²⁵
EVP, Chief Corp Strategy/DevelPaul M. Simons Dec 6, 2018 to Jul 6, 2021²⁶
Client Development OfficerJacqueline S. Shoback Feb 20, 2015 to May 17, 2019²⁷
Pres, Boton Private Wealth LLCPeter J. Raimondi Oct 30, 2015 to Jan 5, 2016²⁸
Dir. of Bus Dev & WM StrategyCorey Griffin May 19, 2014 to Aug 19, 2014²⁹
EVP, Chief Risk OfficerW. Timothy Macdonald Feb 19, 2013 to Jul 6, 2021³⁰
ControllerWilliam A. Gratrix May 17, 2011 to May 17, 2011³¹
ControllerJoseph D. Regan Sep 15, 2011 to Jul 6, 2021³²
EVP - Chief Risk OfficerL. Alexakos George Nov 5, 2009 to Jan 3, 2013³³
EVP Human Resource CapitalMartha Higgins Jul 30, 2008 to Aug 13, 2018³⁴
Vice chairWalter M. Pressey Aug 19, 2008 to May 17, 2010³⁵
Executive Vice PresidentKathryn Kearney May 1, 2006 to Aug 19, 2008³⁶
Board memberAnthony Dechellis Nov 30, 2018 to Jul 6, 2021⁹
Board memberLuis Ubiñas Sep 13, 2017 to Jul 6, 2021³⁷
Board memberJoseph C. Guyaux Oct 3, 2016 to Jul 6, 2021³⁸
Board memberMark F. Furlong Oct 3, 2016 to Jul 6, 2021³⁹
Board memberGloria C. Larson Jan 29, 2015 to Jul 6, 2021⁴⁰
Board memberLizabeth H. Zlatkus Jul 10, 2015 to Jul 6, 2021⁴¹
Board memberKimberly S. Stevenson Oct 15, 2015 to Jul 6, 2021⁴²
Board memberDaniel P. Nolan Apr 17, 2014 to Nov 19, 2018⁴³
Board memberDonna Wells Jul 17, 2014 to Feb 15, 2018⁴⁴
Board memberClayton Deutsch Aug 2, 2010 to Jan 3, 2019¹²
Board memberAdolfo Henriques Aug 7, 2007 to Feb 16, 2011⁴⁵
Board memberDeborah F. Kuenstner Sep 19, 2007 to Jul 6, 2021⁴⁶
Board memberTimothy L. Vaill Feb 8, 2006 to May 20, 2011¹⁴
Board memberWalter M. Pressey Feb 8, 2006 to May 17, 2010¹⁷
Board memberAllen L. Sinai Feb 15, 2006 to Feb 26, 2014⁴⁷
Board memberEugene S. Colangelo Feb 15, 2006 to Mar 13, 2014⁴⁸
Board memberHerbert S. Alexander Feb 15, 2006 to Apr 9, 2015⁴⁹
Board memberJohn A. Straus Feb 15, 2006 to May 17, 2006⁵⁰
Board memberKathleen M. Graveline Feb 15, 2006 to Feb 16, 2011⁵¹
Board memberLynn Thompson Hoffman Feb 15, 2006 to Feb 17, 2015⁵²
Board memberPeter C. Bennett Feb 15, 2006 to May 19, 2008⁵³
Board memberRichard I. Morris Jr. Feb 15, 2006 to Jul 28, 2008⁵⁴
Board memberSteve Waters Feb 15, 2006 to Jul 6, 2021⁵⁵
Board memberWilliam J. Shea Feb 15, 2006 to Feb 26, 2014⁵⁶
General counselColleen A. Graham Apr 18, 2019 to Jul 6, 2021⁵⁷
General counselMargaret Chambers Feb 21, 2006 to Jan 3, 2019⁵⁸

Subsidiaries and ownership

Subsidiaries

Boston Private Bank & Trust Company

From Wikidata.¹

Former names

BOSTON PRIVATE BANCORP INCNov 15, 1996 to May 14, 1998⁴

Timeline

Jul 1, 2021Dissolved Dissolved¹
Nov 30, 2018New chief executive Anthony Dechellis becomes CEO⁹
May 17, 2018New chief executive David J. Kaye becomes CEO⁸
Feb 13, 2018New chief executive Jacqueline S. Shoback becomes CEO⁷
May 19, 2015New chief executive Corey Griffin becomes CEO¹⁰
Oct 8, 2014New chief executive Peter J. Raimondi becomes CEO¹¹
Aug 2, 2010New chief executive Clayton Deutsch becomes CEO¹²
Aug 19, 2008New chief executive Joseph H. Cromarty becomes CEO¹³
May 1, 2006New chief executive Steven D. Hayworth becomes CEO¹⁵
Feb 8, 2006New chief executive Timothy L. Vaill becomes CEO¹⁴
Sep 2, 1987Founded Boston Private Financial Holdings is founded³

SEC filer profile

How Boston Private Financial Holdings is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

Name on EDGARBOSTON PRIVATE FINANCIAL HOLDINGS INC²
CIK0000821127
Employer ID (EIN)04-2976299²
Filer statusAccelerated filer²
Incorporated inMassachusetts²
Fiscal year endsDecember 31²
Industry code (SIC)6022 State Commercial Banks²
Business address10 Post Office Sq, Boston, MA 02109²
Mailing address10 Post Office Square, Boston, MA 02109²
Phone6175561900²
Shares outstanding82,464,321 as of Apr 30, 2021⁵⁹
Public float$558.3M as of Jun 30, 2020⁶⁰
On EDGAR sinceMar 29, 1996²
Filings2,121 in all: 4 (1,179), 8-K (294), 10-Q (70), 5 (61), SC 13G/A (54), 3 (45), 4/A (44), 425 (37)²
All 59 form types
DEF 14A (26), SC 13G (26), 10-K (23), EFFECT (21), S-8 POS (21), S-8 (19), 424B3 (15), S-3 (15), 8-K/A (14), POS AM (13), 11-K (12), 424B7 (11), DFAN14A (10), UPLOAD (9), 424B5 (8), CORRESP (7), SC 13D (7), 10QSB (6), SC 13D/A (6), 10-K/A (5), PRE 14A (5), S-3/A (5), NT 11-K (4), S-4 (4), S-4/A (4), 25-NSE (3), DEFA14A (3), FWP (3), 10KSB (2), 3/A (2), 424B4 (2), 8-A12B (2), ARS (2), CERTNAS (2), DEFR14A (2), S-1 (2), S-3ASR (2), 15-12B (1), 15-12G (1), 424B1 (1), 424B2 (1), DEFC14A (1), DEFM14A (1), NT 10-K (1), POSASR (1), PREC14A (1), PRRN14A (1), REGDEX (1), RW (1), S-1/A (1), S-3MEF (1)
Latest filingsAnnual report (10-K) Mar 1, 2021
Quarterly report (10-Q) May 5, 2021
Proxy statement (DEF 14A) Mar 16, 2020
Latest 8-K (8-K) Jul 1, 2021

Sources

The numbers on this page point here. Each one links to the record it came from.

1
WikidataBoston Private Financial Holdings on Wikidata
2
SEC EDGARBoston Private Financial Holdings filings on SEC EDGAR
3
GLEIFBoston Private Financial Holdings LEI record (9LC5YYBM83TLRL460X73)
4
SEC EDGARBoston Private Financial Holdings filings on SEC EDGAR
5
SEC EDGARBoston Private Financial Holdings 10-K for fiscal 2020
6
SEC EDGARBoston Private Financial Holdings 10-K for fiscal 2019
7
SEC EDGARJacqueline S. Shoback, Chief executive officer
8
SEC EDGARDavid J. Kaye, Chief executive officer
9
SEC EDGARAnthony Dechellis, Chief executive officer
10
SEC EDGARCorey Griffin, Chief executive officer
11
SEC EDGARPeter J. Raimondi, Chief executive officer
12
SEC EDGARClayton Deutsch, Chief executive officer
13
SEC EDGARJoseph H. Cromarty, Chief executive officer
14
SEC EDGARTimothy L. Vaill, Chief executive officer
15
SEC EDGARSteven D. Hayworth, Chief executive officer
16
SEC EDGARGeorge G. Schwartz, President
17
SEC EDGARWalter M. Pressey, President
18
SEC EDGARJoseph H. Cromarty, President
19
SEC EDGARSteven M. Gaven, Chief financial officer
20
SEC EDGARDavid J. Kaye, Chief financial officer
21
SEC EDGARRobert J. Whelan, Chief financial officer
22
SEC EDGARMaura Almy, EVP
23
SEC EDGARWilliam I. Woodson, EVP
24
SEC EDGARJohn T. Longley, EVP
25
SEC EDGARJoy Enos, EVP Chief HR Officer
26
SEC EDGARPaul M. Simons, EVP, Chief Corp Strategy/Devel
27
SEC EDGARJacqueline S. Shoback, Client Development Officer
28
SEC EDGARPeter J. Raimondi, Pres, Boton Private Wealth LLC
29
SEC EDGARCorey Griffin, Dir. of Bus Dev & WM Strategy
30
SEC EDGARW. Timothy Macdonald, EVP, Chief Risk Officer
31
SEC EDGARWilliam A. Gratrix, Controller
32
SEC EDGARJoseph D. Regan, Controller
33
SEC EDGARL. Alexakos George, EVP - Chief Risk Officer
34
SEC EDGARMartha Higgins, EVP Human Resource Capital
35
SEC EDGARWalter M. Pressey, Vice chair
36
SEC EDGARKathryn Kearney, Executive Vice President
37
SEC EDGARLuis Ubiñas, Board member
38
SEC EDGARJoseph C. Guyaux, Board member
39
SEC EDGARMark F. Furlong, Board member
40
SEC EDGARGloria C. Larson, Board member
41
SEC EDGARLizabeth H. Zlatkus, Board member
42
SEC EDGARKimberly S. Stevenson, Board member
43
SEC EDGARDaniel P. Nolan, Board member
44
SEC EDGARDonna Wells, Board member
45
SEC EDGARAdolfo Henriques, Board member
46
SEC EDGARDeborah F. Kuenstner, Board member
47
SEC EDGARAllen L. Sinai, Board member
48
SEC EDGAREugene S. Colangelo, Board member
49
SEC EDGARHerbert S. Alexander, Board member
50
SEC EDGARJohn A. Straus, Board member
51
SEC EDGARKathleen M. Graveline, Board member
52
SEC EDGARLynn Thompson Hoffman, Board member
53
SEC EDGARPeter C. Bennett, Board member
54
SEC EDGARRichard I. Morris Jr., Board member
55
SEC EDGARSteve Waters, Board member
56
SEC EDGARWilliam J. Shea, Board member
57
SEC EDGARColleen A. Graham, General counsel
58
SEC EDGARMargaret Chambers, General counsel
59
SEC EDGARBoston Private Financial Holdings 10-Q filed May 5, 2021: shares outstanding
60
SEC EDGARBoston Private Financial Holdings 10-K/A filed Mar 16, 2021: public float