Ballentine Partners, LLC
Michael Brett, MBA has a diverse range of experience in various roles such as Compliance Analyst, Mutual Fund Administration & Treasury Analyst, and Aviation Administrationman. Michael holds a Master of Business Administration degree from the University of Hartford and a Bachelor's degree in Economics from the University of Connecticut. Additionally, Michael has an Associate's degree in Accounting and Business/Management from Manchester Community College.
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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.