Ballentine Partners, LLC
Illeana Osmena currently works as a Wealth Planning Associate at Ballentine Partners, LLC since March 2024. Prior to this, Illeana held the role of Financial Analyst at M3 Family Office, LLC from January 2022 to February 2024. Illeana also has experience as President, Director of Consulting, Vice President, Director of Education, and Secretary at Tamid Group during their time at Bentley University. In addition, Illeana has interned at companies such as Algopix, Asia Inspection, and Qube Gallery. Illeana graduated from Bentley University with a Bachelor of Science degree in Economics and Finance in 2021.
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.