Ballentine Partners, LLC
Ivan Caballero is a Wealth Planning Associate at Ballentine Partners, LLC. Prior to this role, Ivan gained experience as a Rotational Intern at Iowa State University Facilities Planning and Management and as an Investment Analyst Intern at Mitchell, Vaught & Taylor, Inc. Ivan has a Bachelor of Applied Science in Financial Counseling and Planning from Iowa State University.
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.