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Boston Private Builds Out Florida Presence

Tom Burroughes

29 June 2018

Boston Private, the wealth management house that has grown by a mix of organic expansion and M&A in recent years, has appointed advisors as part of its work with a Florida-based firm.

The business has named John Tassone and Tate Haire as new senior wealth advisors and co-heads of wealth management for Southwestern Florida. Boston Private said the moves complete its “strategic alignment” with SteelBridge Private Wealth Advisors to increase the former’s footprint in Florida.

The duo have built up SteelBridge Private Wealth Advisors and are based out of Naples. Haire has more than 20 years of experience in financial planning, wealth and investment management, insurance, and credit and banking solutions. Prior to SteelBridge, he Haire was a wealth advisor with Wells Fargo Private Bank and also held roles at SunTrust as a private client advisor and at BB&T as a group private banking manager. He is a Certified Financial Planner.

Tassone also has a 20-year track record in the sector. Previously, he was a senior executive at GenSpring Family Offices. Before that, Tassone was an investment banker with Deutsche Bank, working on merger advisory, debt and equity capital raises, and public offerings. He is a Chartered Alternative Investment Analyst.

The work with the SteelBridge duo is part of the continued build-out by Boston Private. In 2014, for example, the 30-year-old firm bought Banyan Partners, the RIA created by wealth industry entrepreneur Peter Raimondi, whom this publication recently interviewed about a new venture. In November last year, Boston Private opened its sixth office in Southern California in downtown Los Angeles. It is a subsidiary of Boston Private Financial Holdings, which is listed on the NASDAQ exchange.