## Patrick Dwyer Tapped by Boston Private to Lead Strategic Growth Initiatives

Boston Private Financial Holdings has revealed the appointment of Patrick Dwyer as Managing Director overseeing Strategic Business Development. Bringing more than three decades of professional expertise to the role, Dwyer will concentrate efforts on expanding the firm's footprint across its service territories.

### A Track Record of Excellence in Wealth Advisory

Prior to joining Boston Private, Dwyer built his career at Merrill Lynch, where he served as Private Wealth Advisor for nearly 30 years. His tenure was marked by consistent recognition from prominent industry publications. Throughout his time there, he received honors including Forbes recognition as Florida's #1 "Best-in-State Wealth Advisors" (2018, 2019), Forbes placement among America's Top 250 Wealth Advisors ranking #5 (2016-2019), Barron's ranking as #4 in their Top Private Wealth Team designation, and inclusion in Barron's Top 100 Financial Advisors in America from 2007 to 2019. Additionally, he earned selection to the Financial Times Top 400 Financial Advisors list (2018, 2019).

### Strategic Addition to Boston Private's Leadership

According to Paul Simons, President of Private Banking, Wealth & Trust at Boston Private, "Patrick brings proven expertise in constructing and scaling comprehensive wealth advisory platforms and directing high-performing teams. His strategic direction will drive meaningful advancement for our organization as we pursue our expansion agenda."

Dwyer will operate under Simons' oversight within the company structure.

### Educational Background

Dwyer holds an MBA from the University of Miami and completed his undergraduate studies at Providence College with a B.A. degree.

### Boston Private's Comprehensive Service Platform

Boston Private operates as a comprehensive provider of integrated wealth management, trust services, and private and commercial banking. Since its founding over 30 years ago, the institution has maintained a client-centered methodology for addressing the sophisticated financial requirements of high-net-worth individuals, family offices, entrepreneurial clients, investment partnerships, institutional nonprofits, and community-based organizations. The firm additionally serves as a significant lender for community development initiatives, first-time homeownership programs, business expansion, social service infrastructure, neighborhood development, and small enterprise lending.

With its main headquarters in Boston, the organization operates branch locations throughout the continental United States, including facilities in Boston, San Francisco, San Jose, Los Angeles, Palm Beach, and New York. Wealth advisory services are delivered through Boston Private Wealth LLC, registered with the Securities and Exchange Commission as an investment adviser. Banking and trust operations function through Boston Private Bank & Trust Company, chartered under Massachusetts law. Boston Private Bank & Trust Company operates as a subsidiary of Boston Private Financial Holdings, Inc., which trades on the NASDAQ exchange under the ticker BPFH.