Bringing you live news and features since 2006 

Boston Private adds to Florida market team


Wealth management, trust and private baking services provider Boston Private has appointed Lidy Mata as Private Banking Relationship Manager.

Based in Boston Private’s Palm Beach Gardens, Florida office, Mata will be responsible for partnering with wealth officers in that location to provide key banking services for clients.
“We are very pleased to have Lidy join the growing Florida team,” says Torrance Childs, Co-President, Private Banking Group, Boston Private Bank. “Her depth of experience, which includes more than two decades in the industry, will provide our high-net-worth clients access to concierge banking services in both our Palm Beach and Coral Gables locations.”
Mata has more than 25 years of experience working with high-net-worth individuals and their families, as well as executives, private partnerships, nonprofit organisations and professional service firms. Specialising in crafting customised credit, cash management and liquidity solutions tailored to meet clients’ unique financial needs, she will work closely with Boston Private’s team of wealth management professionals specialised in investment management, financial planning and trusts services, helping clients grow and preserve wealth.
Before joining Boston Private, Mata held senior banking positions with US Trust and PNC – Wealth Management in Palm Beach, Florida. She is active in her local community and volunteers her time to various civic and charitable organisations. She is on the advisory board of The Wellington – Neil S Hirsch Boys & Girls Club. Mata is a graduate of Florida Atlantic University, with a Bachelor’s degree in Finance.

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by