Ballentine Partners, LLC
Lisa Lamb is a Wealth Planner at Ballentine Partners, LLC, bringing over a decade of experience in financial advisory and planning roles. With a Master's degree in Financial Planning from Bentley University, Lisa is well-equipped to provide comprehensive investment and family office services to wealthy families and entrepreneurs. Prior to their current role, Lisa served as a Financial Advisor at MountainOne Investment Group and held various financial and account management positions at other prestigious firms.
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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.