Ballentine Partners, LLC
James Pleat is a Wealth Planning Associate at Ballentine Partners, LLC. Prior to this role, James worked as an ESG & Climate Consultant at MSCI Inc. overseeing $6.3 million in ESG & Climate run rate for asset management and insurance clients. With a background in private wealth management at Brown Brothers Harriman, James supported Relationship Managers across client accounts and managed $2.1 billion in assets.
Additionally, James has experience as a Client Account Manager in Fund Accounting and as a Senior Risk Specialist in Private Banking. James also has a strong background in collegiate athletics, having been a four-year member and senior year captain of the Men's Varsity Golf Team at Dartmouth College.
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.