Ballentine Partners, LLC
Sean Cleary is the Chief Compliance and Risk Officer at Ballentine Partners, LLC with a background in risk management, compliance, and strategic planning. Prior to this role, Cleary held positions at Boston Trust Walden Company, Ohashi Advisors, Affiliated Managers Group, Prime Buchholz & Associates, Evergreen Investments, and JL Kaplan Associates, LLC. Cleary holds a Juris Doctor (J.D.) degree from Massachusetts School of Law and a degree in Economics from the University of Maine.
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.