Ballentine Partners, LLC

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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

Employees

51-200

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Org chart

Drew McMorrow
President & CEO
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Adam Ochlis
Partner And Senior Client Advisor
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
Principal & Head Of HR
Sean Cleary
Chief Compliance And Risk Officer
Coventry Edwards-Pitt
Founder & Director, The Center For Family Well-being
Alexa Steriti Carbone
Chief Of Staff
Barry Tubman
Partner & Chief Operating Officer