Ballentine Partners, LLC
Janie M. is a seasoned wealth advisor with extensive experience in financial planning and client advisory roles. Currently serving as a Wealth Advisor at Ballentine Partners, LLC since April 2024, Janie previously held positions as a Wealth Planner at Crestwood Advisors and as a Principal at Cerity Partners, following the merger of Daintree Advisors with Cerity Partners in December 2021. Janie's career began at Ballentine Partners, LLC, where roles included Associate Client Advisor and Senior Client Service Associate. Additional experience includes a Financial Planning Associate position and an internship at New England Private Wealth Advisors, LLC. Janie holds a Master of Science in Financial Planning from Bentley University's McCallum Graduate School of Business, as well as a Bachelor of Science in Corporate Finance and Accounting from Bentley 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.