The estimated Net Worth of William I Woodson is at least $2.28 Million dollars as of 14 May 2021. Mr. Woodson owns over 4,329 units of Boston Private Inc stock worth over $387,881 and over the last 5 years he sold BPFH stock worth over $0. In addition, he makes $1,892,080 as Executive Vice President and Head of Wealth Advisory and Family Office Services at Boston Private Inc.
William has made over 2 trades of the Boston Private Inc stock since 2020, according to the Form 4 filled with the SEC. Most recently he exercised 4,329 units of BPFH stock worth $65,758 on 14 May 2021.
The largest trade he's ever made was exercising 32,175 units of Boston Private Inc stock on 14 August 2020 worth over $203,346. On average, William trades about 6,084 units every 46 days since 2019. As of 14 May 2021 he still owns at least 26,297 units of Boston Private Inc stock.
You can see the complete history of Mr. Woodson stock trades at the bottom of the page.
William Woodson serves as Executive Vice President and Head of Wealth Advisory and Family Office Services of the Company. Mr. Woodson joined the Company in May 2019 as Executive Vice President and Head of Wealth Advisory and Family Office Services. He has more than 25 years of experience within the financial services industry and joined the Company from Citigroup where he was a Managing Director and head of the Family Office Group for Citi Private Bank in North America from May 2014 to May 2019. Prior to joining Citi Private Bank, Mr. Woodson held senior private banking and family office positions at Credit Suisse and Merrill Lynch, where, among other responsibilities, he ran a multi-family office business and managed ultra high net worth and family office clients. Mr. Woodson began his career in a Big Four public accounting firm as a tax professional, where he spent almost a decade providing domestic and international tax advice to ultra high net worth individuals, families and closely-held businesses.
As the Executive Vice President and Head of Wealth Advisory and Family Office Services of Boston Private Inc, the total compensation of William Woodson at Boston Private Inc is $1,892,080. There are 1 executives at Boston Private Inc getting paid more, with Anthony DeChellis having the highest compensation of $2,218,410.
William's mailing address filed with the SEC is BOSTON PRIVATE FINANCIAL HOLDINGS, INC., TEN POST OFFICE SQUARE, BOSTON, MA, 02109.
Over the last 21 years, insiders at Boston Private Inc have traded over $20,571,051 worth of Boston Private Inc stock and bought 1,101,519 units worth $8,897,143 . The most active insiders traders include Clayton Deutsch, Joseph C Guyaux, and Mark D Thompson. On average, Boston Private Inc executives and independent directors trade stock every 16 days with the average trade being worth of $150,096. The most recent stock trade was executed by Lizabeth H Zlatkus on 25 May 2021, trading 11,000 units of BPFH stock currently worth $167,200.
Boston Private is a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits. For more than 30 years, Boston Private has delivered comprehensive advice coupled with deep technical expertise to help clients simplify their lives and achieve their goals. The firm offers the capabilities of a large institution with the superior service of a boutique firm to clients across the United States. Boston Private is the corporate brand of Boston Private Financial Holdings, Inc..
Boston Private Inc executives and other stock owners filed with the SEC include: