Boston Private Wealth has expanded its wealth management presence in California and Florida by hiring executives from wealth advisory firms, Filigree Advisors and Mikus Capital Management.
Gerald Graves and Chris Dudley will join Boston Private Wealth from Filigree as new executive managing director for West Coast division and as senior wealth advisor and director of sports & entertainment respectively.
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The Filigree Advisors team will be based in Beverly Hills in their new roles.
Graves, co-founder of Filigree Advisors, previously served as president of M Financial Wealth Management.
Prior to this, he worked as executive director and a managing partner of LEAP Partners in San Francisco, California. He also held senior leadership roles at Charles Schwab & Co including COO of Schwab’s institutional services for investment managers.
Dudley was most recently chief investment officer at Filigree Advisors. He also joined Filigree from M Financial Wealth Management.
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By GlobalDataAdditionally, Boston Private Wealth has hired ex-director of wealth services for Filigree Advisors, Sarah Pearce, as an associate client advisor. He previously served as program manager at a strategic branding and design agency.
From Mikus Capital, William Mikus will join the firm as new managing director and senior business development officer.
Mikus, founder, president and CEO of Mikus Capital Management, has over 36 years of industry experience and started his career in the trading rooms of Bank of Boston, Citibank, and Salomon Brothers.
Boston Private Wealth CEO Corey A. Griffin said: "The addition of the Filigree Advisors and Mikus Capital Management executives brings a team with deep industry experience and client relationships to our Boston Private Wealth group.
"When evaluating our growth strategy in California and Florida, these two firms stood out as having client relationship and investment models closely aligned with those of Boston Private Wealth."
