Boston Private Names Patrick Dwyer Head of Strategic Business Development

Boston Private , a leading provider of fully integrated wealth management, trust, private and commercial banking services, today announced the appointment of Patrick Dwyer as Managing Director, Head of Strategic Business Development.

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Business Wire, Inc.
Retrieved on: 
Tuesday, October 15, 2019
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Legal, Insurance, Finance, Consulting, Banking, Accounting, Professional services, Small business, Other Professional Services, Finance, Economy, Money, Banking, Distribution of wealth, Private banking, Wealth management, UBS, Meristem Securities, First Republic Bank
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United States, Massachusetts
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BOSTON PRIVATE
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  • Boston Private , a leading provider of fully integrated wealth management, trust, private and commercial banking services, today announced the appointment of Patrick Dwyer as Managing Director, Head of Strategic Business Development.
  • Prior to joining Boston Private, Mr. Dwyer served as Private Wealth Advisor at Merrill for nearly three decades.
  • Patrick has extensive experience building and growing a holistic wealth advisory practice and managing a high performance team, said Paul Simons, President of Private Banking, Wealth & Trust at Boston Private.
  • 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, a leading provider of fully integrated wealth management, trust, private and commercial banking services, today announced the appointment of Patrick Dwyer as Managing Director, Head of Strategic Business Development. With over 30 years of experience, Mr. Dwyer will focus on driving growth across all of Boston Private’s markets.

Prior to joining Boston Private, Mr. Dwyer served as Private Wealth Advisor at Merrill for nearly three decades. During his time there, Mr. Dwyer earned numerous accolades, including Forbes #1 Florida “Best-in-State Wealth Advisors” (2018, 2019), Forbes #5 in America’s Top 250 Wealth Advisors (2016-2019), Barron’s #4 Top Private Wealth Team, Barron’s Top 100 Financial Advisors in America (2007-2019), and Financial Times Top 400 Financial Advisors (2018, 2019).

“Patrick has extensive experience building and growing a holistic wealth advisory practice and managing a high performance team,” said Paul Simons, President of Private Banking, Wealth & Trust at Boston Private. “His leadership will have a substantial impact on our firm as we continue to execute on our growth initiatives.”

Mr. Dwyer will be reporting to Mr. Simons. Mr. Dwyer earned his MBA from the University of Miami and a B.A. from Providence College.

For disclosures regarding the above-referenced industry awards/rankings, please refer to our website: bostonprivate.com/patrickdwyer.

About Boston Private

Boston Private is a leading provider of fully integrated wealth management, trust, private and commercial banking services. For more than 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 United States, including in Boston, San Francisco, San Jose, Los Angeles, Palm Beach and New York. Private and commercial 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.

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