Established in 1987, Boston Private Bank & Trust Company offers highly personalized deposit and cash management, commercial lending, residential mortgage and investment management & trust services. As a private bank, our reputation for high client satisfaction is the direct result of our small platform approach and service excellence. We have earned the trust of our devoted clients by providing exceptional service, ongoing access to key decision makers, customized financial solutions, responsiveness and expertise. We are headquartered in Boston’s Post Office Square, with 24 offices throughout New England, Southern California and the San Francisco Bay area. We have defined the private banking experience to mean exceptional service, customized advice and a trusted partnership with clients at all stages of wealth creation.

Jason Rich
Vice President and Client Development Officer
Phone: (617) 912-4332
Fax: 617-912-4496
jrich@bostonprivate.com
www.bostonprivatebank.com