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Confidential

Stamford, Connecticut

NEW! NEW!
Adams Chetwood Wealth Management Logo
Adams Chetwood Wealth Management

Durham, North Carolina

Cathy Pareto and Associates, Inc. Logo
Cathy Pareto and Associates, Inc.

Miami, Florida

UCLA

Los Angeles, California

Princeton University

Princeton, New Jersey

S.E.E.D. Planning Group Logo
S.E.E.D. Planning Group

Syracuse and/or Binghamton NY, New York

Morrow Logo
Morrow

San Francisco, California

Cable Hill Partners Logo
Cable Hill Partners

Portland, Oregon

Keating & Associates, Inc. and Purposeful Wealth Advisors Logo
Keating & Associates, Inc. and Purposeful Wealth Advisors

Chicago, Illinois

Facet Wealth Logo
Facet Wealth

Nationwide

Axiom Advisory, LLC Logo
Axiom Advisory, LLC

San Diego, California

Taconic Advisors Inc. Logo
Taconic Advisors Inc.

Saugerties, New York

Financial Foundations, Inc. Logo
Financial Foundations, Inc.

Mount Airy, Maryland

Closing Soon! Closing Soon!
DoctorsManagement

Knoxville, Tennessee

Hughes Federal Credit Union Logo
Hughes Federal Credit Union

Tucson, Arizona

Fit Financial Consulting LLC Logo
Fit Financial Consulting LLC

Wenatchee, Washington

ZINER & MURPHY, PC

STONEHAM, Massachusetts

NEW! NEW!
ZINER & MURPHY, PC

STONEHAM, Massachusetts

NEW! NEW!
Rowell CPA Group

Gresham, Oregon

Confidential

Portland, Oregon

Coverys Logo
Coverys

Nationwide

Dual, Inc. Logo
Dual, Inc.

Natick, Massachusetts

Ophthalmic Mutual Insurance Company (OMIC) Logo
Ophthalmic Mutual Insurance Company (OMIC)

San Francisco, California

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Senior Client Advisor
Ballentine Partners, LLC, is a leading independent investment and wealth management firm headquartered in the Boston area with additional offices in Florida and New Hampshire.  Our client families rely on us to be their most trusted advisor and to manage all aspects of their complex financial lives.  We are a team of over 100 professionals and our firm is known as a wonderful place to work.  Our compensation philosophy and team structure foster a collegial work environment.  We are unusual in the financial services industry in that we believe our employees’ having a balanced life makes them better at their work.  We are proud that Pension & Investments named Ballentine Partners as one of the Best Places to Work in Money Management in multiple years. The Family Office Practice is


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