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Boston Private expands wealth management

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Boston Private, a provider of fully integrated wealth management, trust and private banking services, has added Josh Crossman as a senior wealth adviser.

 
Based in Boston Private’s Palm Beach Gardens, Florida office, Crossman will be responsible for developing and implementing comprehensive private banking, investment and wealth management plans for clients.
 
“We are delighted to welcome Josh to our growing wealth management team,” says Scott Dell’Orfano, chief operating officer, Boston Private Wealth. “The depth of Josh’s experience, which includes more than two decades of advising high net worth individuals and families, coupled with his passion for client service, exemplifies our commitment to redefining wealth management.”
 
Before joining Boston Private, Crossman served as senior vice president and private wealth & portfolio manager at Merrill Lynch Private Banking & Investment Group, where he was a member of a team that directly managed USD1.5 billion in client assets.
 
Prior to Merrill Lynch, he served as director, private wealth & portfolio manager at Barclays Wealth Management (Americas) and as private bank ultra-high-net-worth senior investment team leader at J.P. Morgan & Company. 

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