Published on December 3, 2014
Boston | San rancisc | Los Angeles 160 Bet Rad, San Mate, C alifornia 94402 | www.bostonprivatebank.com Krista Conover Senir vice President, Trust ofcer 650-378-3717 firstname.lastname@example.org Krista Cner enjys wrking with indiiduals, businesses, nnprfts and their pressinal adisrs t help them carry ut their fnancial and estate plans. She is a natie Calirnian and receied her undergraduate degree rm the Uniersity Calirnia, Dais, and her law degree rm Santa Clara Uniersity. Prir t jining Bstn Priate Bank & Trust in 2004, Ms. Cner practiced law in San Jse, Calirnia, helping clients achiee their estate planning and business bjecties. She is an actie member the Calirnia State Bar, the inancial Planning rum and the San rancisc and Santa Clara Cunty Estate Planning Cuncils. She als seres n the bard the El Camin Hspital undatin and inancial Planning rum. Jeanne Barrett Senir vice President, Trust ofcer 650-378-3634 email@example.com Jeanne Barrett enjys helping clients accmplish their fnancial and estate planning bjecties. With er 20 years experience assisting clients with liing trusts, charitable remainder trusts, cnseratrships and estates as bth a trust fcer and attrney, Ms. Barrett helps clients assess the many ptins inherent in planning. A Cnnecticut natie, Ms. Barrett is a graduate Bstn Cllege and the Uniersity Calirnia Hastings Cllege the Law. In additin t planning, Ms. Barrett has administered trusts and settled estates r clients in the San rancisc Bay Area. r Mre Inrmatin Cntact Investments are not FDIC insured, are not a deposit, have no bank guarantee, and may lose value. Any content herein is for informational purposes only and does not constitute investment advice. Past performance does not guarantee future returns.