Ballentine Partners, LLC logo

Ballentine Partners, LLC jobs and careers

Waltham, MA, United States

About 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.

Employees
125
Headquarters
Waltham

Leadership

The top of Ballentine Partners, LLC's org chart, with how many people report into each leader.

DM

Drew McMorrow

President & CEO

63 reports

MCPhoto of Michael Chimento

Michael Chimento

Principal And Senior Investment Director

24 reports

JMPhoto of Jennifer Christian Murtie

Jennifer Christian Murtie

Partner And Chief Wealth Advisory Officer

18 reports

BTPhoto of Barry Tubman

Barry Tubman

Partner & Chief Operating Officer

11 reports

SCPhoto of Sean Cleary

Sean Cleary

Chief Compliance And Risk Officer

2 reports

ACPhoto of Alexa Steriti Carbone

Alexa Steriti Carbone

Chief Of Staff

1 report

KAPhoto of Kim Ayer

Kim Ayer

Principal & Director of Finance

1 report

Jobs at Ballentine Partners, LLC

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