Ballentine Partners, LLC
0 followers
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 mill... Read more
Org chart
Drew McMorrow
President & CEO
Drew McMorrow
Collapse
Adam Ochlis
Chief Wealth Advisory Officer And Partner
Austin Poirier
Director Of Portfolio Management
Kim Ayer
Director Of Finance
Aaron MacDougall
Director Of Information Technology
Peter Chiappinelli
Partner & Chief Investment Officer
Michael Chimento
Principal And Senior Investment Director
Brie Elliott
Head Of Human Resources
Sean Cleary
Chief Compliance And Risk Officer
Kelly Lora Ewart
Head Of Marketing
Coventry Edwards-Pitt
Founder & Director, The Center For Family Well-being
Alexa Steriti Carbone
Chief Of Staff
