Ballentine Partners, LLC
- Adam Ochlis
AO
Adam Ochlis
Chief Wealth Advisory Officer And Partner at Ballentine Partners, LLC
Adam Ochlis, CPA, MST has worked as Chief Wealth Advisory Officer and Partner at Ballentine Partners, LLC since January 2007. Prior to that, Adam was a Tax Supervisor at Levine, Katz, Nannis + Solomon, PC from September 2001 to November 2006. Adam holds a Bachelor of Arts in Economics from the University of Michigan and a Master's degree in Taxation from Bentley University.
Timeline
Chief Wealth Advisory Officer And Partner
January, 2007 - present