Ballentine Partners, LLC
Stephanie Weitzman has been a Senior Client Service Associate at Ballentine Partners, LLC since January 2009. Prior to that, Stephanie served as the Client Relations Director at The Family Estate Planning Law Group d/b/a The Vincent Bonazzoli Law Firm from October 1996 to December 2008. Stephanie also worked as a Teacher at New England Hebrew Academy from September 1994 to June 1996. Stephanie holds a M.Ed in Computers in Education from Lesley University and a BS in English & Elem Ed from University of Massachusetts Amherst.
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.