Ballentine Partners, LLC
Michelle (Herd) Soufan, CFP®, serves as a Senior Client Advisor at Ballentine Partners, LLC, bringing extensive experience from previous roles at TFC Financial Management and Crestwood Advisors LLC, where Michelle held the position of Senior Client Advisor and Director, Relationship Manager, respectively. Prior experience includes serving as AVP and Assistant Portfolio Manager at Fort Washington Investment Advisors, Inc. and as a Leadership Development Program Associate with Western & Southern Financial Group. Michelle holds an MBA in Corporate Finance from Duke University's Fuqua School of Business and attended Esade in 2011.
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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.