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.
