Ballentine Partners, LLC
Jody DiPirro is currently working as a Training Specialist at Ballentine Partners, LLC. Prior to this role, Jody held positions such as Retail Training Specialist and Assistant Office Manager at Cambridge Trust Company, as well as Senior Client Advisor. Jody also has experience as a Financial Services Specialist at SCU and Loan Originator at Southbridge Credit Union. Jody earned a Bachelor's degree in Business Administration and Management from Worcester State 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.