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 Portfolio Management team at Ballentine Partners, LLC is responsible for devising and implementing tailored investment strategies to meet the unique financial needs and goals of their diverse clientele. This includes managing and analyzing client portfolios, conducting quantitative research, evaluating impact investments, and ensuring smooth portfolio operations. By integrating sophisticated investment advice with deep planning expertise, the team focuses on delivering objective, client-centric solutions that align with Ballentine Partners’ commitment to serving clients’ best interests.

Portfolio Management

Wealth Planning Team

Leadership Team

Portfolio Management

About

Team members

Other teams at Ballentine Partners, LLC

Wealth Planning Team

Leadership Team