Boston Private, a leading provider of fully integrated wealth management, trust and private banking services, today announced the appointment of Maura Almy as Chief Operating and Platform Officer. In this role, Ms. Almy will be responsible for developing and implementing operational and technological solutions that meet the complex needs of Boston Private clients and personnel. She will report to Anthony DeChellis, CEO of Boston Private.
Ms. Almy brings more than 35 years of experience spanning retail trading, client relationship management, sales, operations and technology. She joins Boston Private after five years with Santander Bank, where she led operations, IT, project management, vendor management and Salesforce applications for the Investments and Wealth divisions of the bank.
Our mission is to deliver an industry-leading holistic advisory model for wealthy individuals, families and businesses that integrates banking solutions, wealth management and fiduciary services with advice, delivered by best-in-class professionals, empowered by intelligent technology, said Mr. DeChellis. Our platform is critical to meeting the sophisticated needs of our clients and enabling our employees for success. Maura has the experience to deliver on both.
Prior to Santander Bank, Ms. Almy served as Managing Director at Credit Suisse Americas, where she led initiatives across business development, product development and platform management for operations and technology. She was instrumental to the firms expansion into Chile, as well as in building out technology solutions to meet the needs of the US client marketplace.
Prior to Credit Suisse Americas, Ms. Almy served in roles at Fidelity Investments, Bear Stearns & Co., and Dean Witter/Morgan Stanley, managing technology-driven operations platforms and directing compliance, trading, IT and branch administration.
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.
Investments are Not FDIC Insured, Not Guaranteed and May Lose Value.