According to Boston Private Bank & Trust Company, Lisa Mariotti, vice president, has been appointed manager for the bank's new office located at 1295A Beacon St. in Coolidge Corner.
In this role, Mariotti is responsible for working closely with clients and providing exceptional service to meet their evolving financial needs by offering customized, highly personalized service and solutions. Mariotti will lead the team, guiding them to retain and establish key relationships with local business owners and residents.
Mariotti has more than twenty years of banking experience with Workingmen's Coop, Bank of Boston, BankBoston, Fleet and Bank of America. Prior to joining Boston Private Bank & Trust in April 2008, she served as the premier market manager and senior vice president for global wealth and investment management for Bank of America and as a banking center manager at their Coolidge Corner location.
Mariotti attended Briarwood College in Connecticut. In addition to her role with Boston Private Bank & Trust, she has her Real Estate license, is an active member on the Board of Directors for Pop Warner Football, a member of her community Garden Club, an avid runner and frequently volunteers at her sons' school.
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About Boston Private Bank & Trust Company
Established in 1987, Boston Private Bank offers deposit and cash management services, residential mortgages, investment management and trust services, and commercial banking for both individuals and businesses. The bank is a leader in residential lending, lending in all six New England states, and provides commercial banking services to many of New England's leading small and mid-size corporations. Under its Accessible Banking program, the bank is an active provider of real estate financing for affordable housing, economic development, and small businesses. Boston Private Bank's investment management emphasis is on mid to large cap equity and actively managed fixed income portfolios. For further information, visit www.bostonprivatebank.com.