Ballentine Partners, LLC
Humberto J. is a Research Analyst with experience in private investments, impact-centric hedge funds, teaching assistant roles in finance courses, and board membership in an investment program. Humberto holds a Master of Science in Finance from Brandeis University and a Bachelor of Business Administration in Finance and Economics from Stetson University.
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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.