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.

Investment Management

Ballentine Partners, LLC

Drew McMorrow

Alexa Steriti Carbone

Coventry Edwards-Pitt

Kelly Lora Ewart

Sean Cleary

Brie Elliott

Michael Chimento

Peter Chiappinelli

Aaron MacDougall

Kim Ayer

Austin Poirier

Adam Ochlis

The Compliance Team at Ballentine Partners, LLC ensures adherence to regulatory standards and internal policies, mitigating risk and safeguarding the firm's integrity. The team, consisting of the Compliance Manager, Compliance Administrator, and Chief Compliance and Risk Officer, oversees compliance programs, conducts periodic audits, and manages regulatory reporting to ensure all activities align with legal requirements and best practices in wealth management.

Compliance Team

Wealth Planning Team

Portfolio Management

Leadership Team

Compliance Team

About

Team members

Other teams at Ballentine Partners, LLC

Wealth Planning Team

Portfolio Management

Leadership Team