Boston Private, a leading provider of fully integrated wealth management, trust and private banking services, announced today that Amy Born has joined the firm as a Senior Wealth Advisor. Based in Beverly Hills, Ms. Born will focus on managing and creating customized financial plans for the firms high-net-worth clientele. She will report directly to Gerald Graves, Executive Managing Director at Boston Private Wealth.
With Southern California offices in Beverly Hills, Downtown LA, Encino, Santa Monica, Pasadena and Westlake Village, Boston Private offers its full suite of services to individuals, families, businesses, and the communities in which they live.
We are excited to have Amy on board as we continue to expand Boston Privates footprint in California, said Gerald Graves, Executive Managing Director at Boston Private Wealth. Amy brings with her a wealth of experience and we look forward to having her on our team creating additional value for our clients.
Ms. Born has more than 20 years of industry experience as a financial advisor, with earned accreditation as a Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER„¢ (CFP), and Certified Investment Management Analyst (CIMA). Prior to joining Boston Private Wealth, Ms. Born was a financial planner with Acacia Wealth Advisors “ HighTower in Beverly Hills, Stone Carlie Wealth Advisors in St. Louis and Ernst & Youngs Personal Financial Counseling practice in both St. Louis and Los Angeles. Ms. Born holds a bachelors degree in Business Administration from San Diego State University.
In addition, Ms. Born is an active member of the Financial Planning Association Los Angeles chapter, where she currently serves on the pro bono committee. Ms. Born frequently volunteers her time providing financial advice to low-income families in the Los Angeles area. She was recently honored with the 2018 Pro Bono Award by Financial Planning magazine and Foundation for Financial Planning for her work with Habitat for Humanity of Greater Los Angeles.
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, a Massachusetts Chartered 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, a Massachusetts Chartered 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.