Clayton Deutsch - Boston Private CEO
CEO
Mr. Clayton G. Deutsch is no longer President, Chief Executive Officer, Director of the Company effective November 26, 2018. Mr. Deutsch is a member of the Companys Leadership Team and has over 40 years of experience in the financial services industry. He began his career in banking in the 1970s at Society Corporationrationration, the predecessor to KeyCorporation Prior to joining the Company, he was a director at McKinsey Company, which he joined in 1980, and served as Global Leader of that firms Merger Management Practice. During his time at McKinsey, he developed deep experience working with many leading financial institutions, with a particular focus in the private banking, wealth advisory, and wealth management sectors, as he helped establish and build McKinseys Financial Services practice globally. As a senior leader at McKinsey, Mr. Deutsch managed the Midwest complex of McKinsey offices including Chicago, Pittsburgh, Minneapolis, Cleveland and Detroit, and founded and led the Great Lakes Financial Services practice. Throughout his career with McKinsey, he consulted with financial services providers and other businesses on global strategy development, performance improvement, mergers and acquisitions strategy and corporate governance, among other areas. Mr. Deutsch also served as Chairman of McKinseys Principal Review Committee, a member of the Director Review Committee, a longtime member of the Shareholders Council and Chair of the Professional Standards Committee. Mr. Deutsch serves as a member of the board of directors of each of the Companys operating subsidiaries. In addition to Mr. Deutschs management expertise, he brings to our Board extensive knowledge of financial services strategies. His skills at directing corporate strategy provide our Board with a valuable resource as the Company expands its strategic direction. Mr since 2010.
| Age | 61 |
| Tenure | 14 years |
| Phone | 617 912-1900 |
| Web | www.bostonprivate.com |
Boston Private Management Efficiency
The company has return on total asset (ROA) of 0.57 % which means that it generated a profit of $0.57 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 6.52 %, meaning that it created $6.52 on every $100 dollars invested by stockholders. Boston Private's management efficiency ratios could be used to measure how well Boston Private manages its routine affairs as well as how well it operates its assets and liabilities.The company currently holds 429.68 M in liabilities with Debt to Equity (D/E) ratio of 0.14, which may suggest the company is not taking enough advantage from borrowing. Debt can assist Boston Private until it has trouble settling it off, either with new capital or with free cash flow. So, Boston Private's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Boston Private Financial sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Boston to invest in growth at high rates of return. When we think about Boston Private's use of debt, we should always consider it together with cash and equity.
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Management Performance
| Return On Equity | 6.52 | |||
| Return On Asset | 0.57 |
Boston Private Financial Leadership Team
Elected by the shareholders, the Boston Private's board of directors comprises two types of representatives: Boston Private inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Boston. The board's role is to monitor Boston Private's management team and ensure that shareholders' interests are well served. Boston Private's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Boston Private's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Kimberly Stevenson, Director | ||
| Prasanna Gopalakrishnan, CIO and Sr. VP | ||
| Lynn Hoffman, Independent Director | ||
| Deborah Kuenstner, Independent Director | ||
| Karen Roses, Senior Director - Private Bank Lending | ||
| Jeanne Hess, IR Contact Officer | ||
| Timothy MacDonald, Chief Risk Officer and Executive VP | ||
| James Brown, Executive Vice President | ||
| Steven Gaven, VP and Director of Investor Relations | ||
| Martha Higgins, Executive Vice President Director - Human Capital Resources | ||
| Gloria Larson, Director | ||
| Colleen Graham, Executive Vice President General Counsel | ||
| Lizabeth Zlatkus, Director | ||
| Anthony DeChellis, President CEO, Director and President CEO of Boston Private Bank & Trust Company | ||
| Jacqueline Shoback, Executive Vice President Chief Client Development Officer of the Company and the Bank | ||
| Paul Simons, Executive Vice President and Presidentident of Private Banking, Wealth & Trust of the Bank | ||
| Adam Bromley, IR Contact Officer | ||
| Clayton Deutsch, CEO | ||
| Margaret Chambers, Executive VP, General Counsel and Corporate Secretary | ||
| Corey Griffin, CEO of Boston Private Investment Management | ||
| Luis Ubinas, Director | ||
| Donna Wells, Director | ||
| Joseph Guyaux, Director | ||
| Herbert Alexander, Independent Director | ||
| Peter Raimondi, CEO of Boston Private Wealth LLC | ||
| Brian Shapiro, Director | ||
| Mark Furlong, Director | ||
| John Morton, Independent Director | ||
| George Schwartz, CEO – Private Banking Segment and President of the Bank | ||
| David Kaye, Chief Financial and Admin. Officer and Executive VP | ||
| Maura Almy, Chief Operating and Platform Officer | ||
| Stephen Waters, Independent Chairman of the Board | ||
| Daniel Nolan, Director | ||
| Joy McCune, Chief Human Resource Officer |
Boston Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Boston Private a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 6.52 | |||
| Return On Asset | 0.57 | |||
| Profit Margin | 16.87 % | |||
| Operating Margin | 26.60 % | |||
| Current Valuation | 201.56 M | |||
| Shares Outstanding | 82.46 M | |||
| Shares Owned By Insiders | 1.07 % | |||
| Shares Owned By Institutions | 96.46 % | |||
| Number Of Shares Shorted | 3.38 M | |||
| Price To Earning | 22.05 X |
Pair Trading with Boston Private
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Boston Private position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Boston Private will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Lockheed Martin could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Lockheed Martin when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Lockheed Martin - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Lockheed Martin to buy it.
The correlation of Lockheed Martin is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Lockheed Martin moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Lockheed Martin moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Lockheed Martin can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Boston Private Financial information on this page should be used as a complementary analysis to other Boston Private's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
Other Consideration for investing in Boston Stock
If you are still planning to invest in Boston Private Financial check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Boston Private's history and understand the potential risks before investing.
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