Ballentine Partners, LLC
Janet Watson Schwartz is a Wealth Planning Associate at Ballentine Partners, LLC. Janet has experience working as a Client Advisor/Associate Planner at Sandy Cove Advisors, LLC, and as a Candidate for CFP ®️ Certification at Personal Financial Planning. Previously, Janet also served as an Extern at the Financial Planning Association (FPA) and as Co-Founder, Head of Operations at Sebago Capital, LLC. Janet also worked at Goldman Sachs as a Vice President, Associate, and Analyst. Janet holds a Bachelor of Business Administration in Finance and Pre-Med from Southern Methodist 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.