Our 2019 Season Kick-Off Soirée was incredible.  Hosted by Virgin/Brightline, guests were treated to a wide variety of delicious Hor d Oueves, drinks and ambiance.  Members and guests mingled, chatted, and forged business relationships, as well as made new friends as the evening progressed.  I heard of several intriguing financial deals in the works and...Read More

Our first European social held with our partner The Circle Global Family Office was a huge success!   PBHFA members mingled with the global financial elite at the ultra-exclusive Yacht Club de Monaco. Guests were treated to the finest food & drink as The Circle’s CEO Marc Duthoit showed the group a revolutionary method to leverage...Read More

From Bloomberg PENTA   Firms ranging from UBS Global Wealth Management and Bank of America Private Bank, to smaller institutions such as U.S. Bank’s Ascent Private Capital Management and Wilmington Trust, are beefing up staff and services to focus attention on serving the country’s wealthiest. Newer entrants are rapidly gaining assets in this ultra-wealth sector,...Read More

Our partner/sponsor seeks a credit analyst to work with a high growth, dynamic $5 billion New York-based SEC-registered alternative investment advisory firm in an exciting part of their business, credit administration, across various debt and equity investments. Boston Portfolio Advisors, Inc. (“BPA”) is a loan portfolio management, risk management advisory, and financial administration services firm based...Read More