Ballentine Partners, LLC
Kevin Lipperman is an experienced professional with a background in recruiting and management. Kevin has held various roles such as Recruiting Specialist at Ballentine Partners, LLC, Branch Manager at Bonney Staffing and Complete Labor & Staffing, Corporate Recruiter at Delta Management Associates, Inc., Front Office Manager at Holiday Inn Express, and Front of House Manager at Patrizias Bistro. Kevin is OSHA10 Certified and holds a Bachelor's degree in Business Administration and Management from Hofstra 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.