Ballentine Partners, LLC
Elliot Rotstein is a seasoned professional in financial advisory services, currently serving as Partner and Senior Client Advisor at Ballentine Partners, LLC since August 2020. Prior experience includes a dual role as Partner and Senior Vice President at MPI - Business Valuation & Advisory from May 2013 to August 2020, and a tenure at Fidelity Investments from November 2006 to May 2013 as Director of Charitable Planning. Elliot's early career involved a position in ticket and sponsorship sales with Nashua Pride Professional Baseball in 2005. Elliot holds a degree from Ithaca 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.