Ballentine Partners, LLC
Alexa Steriti Carbone has a wide range of experience in various roles including Chief Of Staff at Ballentine Partners, LLC, Operations Manager at EntrepreneurShares, LLC, VP of Finance at Delta Delta Delta, and Senior Client Service Account Manager at Brown Brothers Harriman. Alexa also has experience in managing budgets and customer relations in roles such as Manager at Periwinkles Food Shoppe and Treasurer at Delta Delta Delta. Alexa holds a Master of Business Administration degree with a focus on Finance from Babson F.W. Olin Graduate School of Business and a Bachelor of Arts degree with a double major in Economics and Sociology from Union College.
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Ballentine Partners, LLC
Ballentine Partners is an independent multi-family office dedicated to serving clients at inflection points of wealth who are looking for a partner who takes a decidedly human approach to managing wealth. Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise. We have delivered client-centric planning and sophisticated investment advice for the past four decades. We are dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.