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 Wealth Planning Team at Ballentine Partners, LLC is responsible for crafting personalized wealth management strategies for clients. This team, comprising wealth planners, advisors, and associates, focuses on creating comprehensive financial plans, tailored investment solutions, and offering sophisticated advice to help individuals and multi-generational families achieve their financial goals while maintaining a client-centric approach.

Wealth Planning Team

Portfolio Management

Leadership Team

Wealth Planning Team

About

Team members

Other teams at Ballentine Partners, LLC

Portfolio Management

Leadership Team