Sophia Castillo

Wealth Management Business Development Associate at Boston Private - Boston, MA, US

Sophia Castillo's Colleagues at Boston Private
Lance Millar

Managing Director, Wealth Advisor

Contact Lance Millar

Olga Devalue

Wealth Management Associate

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M. Lidy Mata

Senior Vice President, Private Banking Relationship Manager

Contact M. Lidy Mata

Fritzi Jean

Office Services Specialist

Contact Fritzi Jean

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Sophia Castillo's Contact Details
HQ
617-912-1900
Location
San Francisco Bay Area
Company
Boston Private
Sophia Castillo's Company Details
Boston Private logo, Boston Private contact details

Boston Private

Boston, MA, US • 1000 - 4999 Employees
Financial Services

We bring together a full spectrum of wealth, trust and banking services to give you the one trusted resource you need to simplify and strengthen your financial life.We Understand The WHY of WealthWe help wealth creators find a partner that helps them make the most of their wealth through our deep understanding of why it matters to them in the first place.Customization Is Our StandardYour financial needs are uniquely yours. That's why we don't "bundle" or "package" products. We listen, understand and build solutions appropriate for you. We Make the Complex Appear SimpleSpeed and agility aren't words you typically associate with a financial services firm, but for us it's just how we operate. That's why clients with complex needs trust us to get it done for them.

Individuals and Families Nonprofits Businesses Private Partnerships Venture & Private Equity Venture & Private Equity B2B B2C Financial Services Financial Advisory Services
Details about Boston Private
Frequently Asked Questions about Sophia Castillo
Sophia Castillo currently works for Boston Private.
Sophia Castillo's role at Boston Private is Wealth Management Business Development Associate.
Sophia Castillo's email address is ***@bostonprivate.com. To view Sophia Castillo's full email address, please signup to ConnectPlex.
Sophia Castillo works in the Financial Services industry.
Sophia Castillo's colleagues at Boston Private are Winifred Yam, Lance Millar, Maha Riaz, Olga Devalue, M. Lidy Mata, Fritzi Jean, Dean Pennington and others.
Sophia Castillo's phone number is 617-912-1900
See more information about Sophia Castillo