| Relationships | Role | Relationship Start | Relationship End |
| Boston Private Financial Holdings, Inc. | Parent | 11/16/2007 | 6/30/2009 |
| Boston Private Financial Holdings, Inc. | Parent | 6/30/2007 | 11/15/2007 |
| Boston Private Financial Holdings, Inc. | Parent | 8/31/2000 | 6/29/2007 |