Ballentine Partners, LLC Employee Directory

Q: What is Ballentine Partners, LLC known for?

Ballentine Partners, LLC was founded in 1984. Ballentine Partners, LLC operates in the Financial Services industry.

Q: How many employees does Ballentine Partners, LLC have currently?

Ballentine Partners, LLC has approximately 127 employees.

Q: Who are Ballentine Partners, LLC's key employees and leadership?

Ballentine Partners, LLC's key employees include: President & Ceo: D. M., Chief Executive Officer: E. E., Chief Compliance And Risk Officer: S. C., Chief Of Staff: A. S. C., Founder & Director, The Center For Family Well-Being: C. E..

Financial ServicesMassachusetts, United States51-200 Employees

As an independent multi-family office, Ballentine Partners’ mission is to help 
families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome.

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.

Find Ballentine Partners, LLC employees' phone numbers or email addresses

Ballentine Partners, LLC Global Highlights

North America
161

United States Of America
161

Ballentine Partners, LLC's Leadership

E. E.
Chief Executive Officer
Mobile Phone
Email
S. C.
Chief Compliance And Risk Officer
Mobile Phone
Email
A. S. C.
Chief Of Staff
Mobile Phone
Email
D. M.
President & Ceo
Mobile Phone
Email
C. E.
Founder & Director, The Center For Family Well-Being
Mobile Phone
Email
P. C.
Partner & Chief Investment Officer
Mobile Phone
Email
J. P.
Partner & Senior Client Advisor
Mobile Phone
Email
E. R.
Partner & Senior Client Advisor
Mobile Phone
Email

Contact profiles from Ballentine Partners, LLC

Name

Title

Contact Info

Location

Last Update

K. M.
Controller
Mobile Phone
Email
Jun 16, 2025
W. T.
Portfolio Manager
Mobile Phone
Email
United StatesMassachusetts
Nov 20, 2025
D. H.
Senior Research Manager
Mobile Phone
Email
United StatesMassachusetts
Oct 20, 2025
A. H.
Research Manager
Mobile Phone
Email
United StatesMassachusetts
Nov 21, 2025
J. M.
Senior Quantitative Manager
Mobile Phone
Email
United StatesFlorida
Nov 20, 2025
L. R.
Private Investment Operations Manager
Mobile Phone
Email
United StatesMassachusetts
Oct 17, 2025
S. G.
Senior Portfolio Manager
Mobile Phone
Email
United StatesMassachusetts
Oct 21, 2025
C. P.
Portfolio Operations & Reporting Manager
Mobile Phone
Email
United StatesMassachusetts
Nov 17, 2025
C. C.
Senior Portfolio Manager
Mobile Phone
Email
United StatesMassachusetts
Oct 22, 2025
R. G.
Executive Assistant Office Manager
Mobile Phone
Email
United StatesFlorida
Dec 10, 2025

Frequently Asked Questions

What is Ballentine Partners, LLC known for?

Ballentine Partners, LLC was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 230 3rd Avenue, Floor 6; you can contact the main corporate office by phone at

+1-781-314-****

. Explore Ballentine Partners, LLC's company overview page for more information.

What is Ballentine Partners, LLC's most common email format?

Ballentine Partners, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ballentine Partners, LLC email formats with LeadIQ.

How many employees does Ballentine Partners, LLC have currently?

Ballentine Partners, LLC has approximately 127 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Ballentine Partners, LLC's key employees and leadership?

As of December 2025, Ballentine Partners, LLC's key employees include:

Chief Executive Officer: E. E.
Chief Compliance And Risk Officer: S. C.
Chief Of Staff: A. S. C.
President & Ceo: D. M.
Founder & Director, The Center For Family Well-Being: C. E.

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