The estimated Net Worth of Colleen A Graham is at least $95.8 Thousand dollars as of 14 May 2021. Ms. Graham owns over 5,082 units of Boston Private Inc stock worth over $95,772 and over the last 6 years she sold BPFH stock worth over $0. In addition, she makes $0 as Executive Vice President and General Counsel at Boston Private Inc.
Colleen has made over 2 trades of the Boston Private Inc stock since 2020, according to the Form 4 filled with the SEC. Most recently she exercised 5,082 units of BPFH stock worth $77,196 on 14 May 2021.
The largest trade she's ever made was exercising 5,082 units of Boston Private Inc stock on 14 May 2021 worth over $77,196. On average, Colleen trades about 1,438 units every 73 days since 2019. As of 14 May 2021 she still owns at least 6,493 units of Boston Private Inc stock.
You can see the complete history of Ms. Graham stock trades at the bottom of the page.
Colleen A. Graham serves as Executive Vice President, General Counsel of the Company. Ms. Graham joined the Company in April 2019 as Executive Vice President and General Counsel, with responsibility for Legal, Compliance and administrative oversight of Internal Audit. From August 2018 to April 2019, Ms. Graham served as Chief Executive Officer and founder of NextGen Compliance LLC, where she assisted in compliance investigations and designed proactive and preventative compliance solutions. Prior to that time, Ms. Graham worked for 21 years in senior leadership positions at Credit Suisse and its affiliates. From February 2016 to July 2017, she was a co-founder, board member, and the Chief Supervisory Officer of Signac, a Fintech joint venture between Credit Suisse and Palantir Technologies. Among other roles, Ms. Graham served as Managing Director and Credit Suisse’s Head of Compliance Americas, Head of Business Risk Management for the Private Bank Americas and Global Chief Control and Operational Risk Officer for the investment bank. Ms. Graham also co-chaired the Credit Suisse Investment Bank’s Operational Risk Committee.
Colleen Graham is 54, she's been the Executive Vice President and General Counsel of Boston Private Inc since 2019. There are 12 older and 2 younger executives at Boston Private Inc. The oldest executive at Boston Private Financial Holdings Inc is Stephen Waters, 73, who is the Independent Chairman of the Board.
Colleen'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: