Ballentine Partners, LLC
Maggie Sullivan is a Wealth Planner at Ballentine Partners, LLC with over a decade of experience in legal and financial planning. Prior to their current role, Maggie served as an Associate at Campbell Campbell Edwards & Conroy, handling various litigation matters. Sullivan also has experience as a Graduate Fellow at Boston College Legal Assistance Bureau, providing counsel on social security, bankruptcy, and housing law issues. Maggie holds a J.D. from Boston College Law School and a B.S. in Business, Finance, and Marketing from Boston College.
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.