Boston Private named to NAPA ranking of Top DC Advisor Teams

Boston Private is pleased to announce that its retirement plan advisory team, led by Brian Lopez and Ryan Joyce, has been named to the National Association of Plan Advisors’ 2019 Top DC Advisor Teams. The list recognizes the nation’s leading retirement plan advisors for their contributions in building a more financially secure retirement for millions of Americans.

Mr. Lopez and Mr. Joyce are managing directors with Boston Private and specialize in advising and educating executives on critical topics related to investment advisory oversight, expense analysis, risk assessment and education of participants for favorable retirement outcomes. Both hold the Accredited Investment Fiduciary designation and Certified Plan Fiduciary Advisor credentials.

The NAPA ranking focuses on teams, broadly defined as being in a single physical location and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2019.

View the full NAPA Top DC Advisor Team list here.