Ballentine Partners, LLC
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Ballentine Partners, LLC Employees
Ballentine Partners, LLC April 2015 - Present
GenSpring Family Offices January 2013 - April 2015
GenSpring Family Offices August 2004 - January 2013
Hartland & Co. September 2001 - July 2004
BNY Mellon 1996 - 2000
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2001
MBA, Finance & Entrepreneurship
Boston University 1992 — 1996
BSBA
Ballentine Partners, LLC June 2012 - Present
Wilmington Trust June 2011 - April 2012
hejun consulting group June 2011 - July 2011
PricewaterhouseCoopers July 2008 - June 2010
Schlumberger July 2007 - August 2007
Skills
Factset, Bloomberg, Morningstar, Excel, PowerPoint, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Mandarin, M&A experience
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master, Finance
University of International Business and Economics 2004 — 2008
Bachelor, Finance
Ballentine Partners, LLC June 2014 - Present
UBS June 2011 - May 2014
Bentley University January 2011 - May 2014
Ellington Golf Center May 2009 - September 2011
Bentley University March 2011 - July 2011
Skills
Series 65, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Leadership, Teamwork, Access, Sales, Accounting, Data Analysis, Financial Modeling, Scenario Analysis, SAP, Finance, Investments
Education
Bentley University 2010 — 2014
Bachelor of Science (BS) - Magna Cum Laude, Corporate Finance and Accounting Global Perspectives, GPA: 3.64
Ellington High School 2006 — 2010
Ballentine Partners, LLC May 2004 - Present
Goldman Sachs July 2002 - May 2004
Goldman Sachs June 2000 - August 2001
Education
Tufts University 1998 — 2002
BA, International Relations
Sciences Po Paris 2000 — 2001
Diploma of the International Program in Political & Social Sciences, Programme International de Sciences Politiques et Sociales
Ballentine Partners, LLC January 2014 - Present
Ballentine Partners, LLC June 2009 - December 2013
Education
Brown University 2005 — 2009
A.B., Economics, Phi Beta Kappa
Morgantown High School 2001 — 2005
Zevin Asset Management, LLC July 2015 - Present
Ballentine Partners, LLC August 2002 - July 2015
Panagora Asset Management April 2000 - October 2001
Independence Investment Associates August 1997 - April 2000
Grantham, Mayo & Van Otterloo January 1993 - August 1995
Skills
Equities, Portfolio Management, Asset Management, Investments, Risk Management, Asset Allocation, Fixed Income, Alternative Investments, Investment Strategies, Economics, Capital Markets, Portfolio Optimization, Customer Relations, Research, Quantitative Analysis, Excel, Statistics, Wealth Management, Financial Markets, Derivatives, Hedge Funds, Trading, Emerging Markets, Financial Engineering, Quantitative Research, Mutual Funds, Performance Attribution, Global Asset Allocation, Global Macro, Commodities, Investment Advisory
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
University of North Carolina - Chapel Hill 1982 — 1989
Ph.D., Mathematics
Kenyon College 1976 — 1981
B.A., Mathemics & Philosophy
Ballentine Partners, LLC 2003 - Present
Education
Brandeis University 1999 — 2003
BA, Economics
kingswood
kingswood
kingswood
Patelco Credit Union November 2014 - Present
Uber July 2014 - November 2014
Monster Worldwide January 2014 - July 2014
Monster Worldwide September 2011 - January 2014
Ballentine Partners, LLC June 2008 - September 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Forecasting, Benefits Administration
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2008
Grenoble Ecole de Management 2007 — 2007
Certificate of International Business
Financial Engines January 2015 - Present
Babson College November 2014 - November 2014
Ballentine Partners, LLC January 2014 - November 2014
Government of Japan 2012 - 2013
Skills
Investments, Trading, Financial Planning, Relationship Management, Entrepreneurship
Education
Boston University
Bachelor of Arts, Philosophy and Psychology
Concord-Carlisle High School
Diploma
Ballentine Partners, LLC September 2013 - Present
Ballentine Partners, LLC January 2005 - September 2013
Education
Mount Holyoke College 1999 — 2003
Bachelor of Arts, Psychology and Sociology
Hopkinton High School 1995 — 1999
Diploma, general study
Ballentine Partners, LLC March 2009 - Present
Miller Ford October 2007 - February 2009
Lee Toyota Scion July 2004 - August 2006
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Leadership, Project Management, Event Planning
Education
University of Phoenix 2008 — 2011
Bachelor's Degree, Business Administration and Management, General
St. Olaf College 2001 — 2002
Morse High School 1997 — 2001
Ballentine Partners, LLC October 2014 - Present
U.S. Boston Capital July 2011 - September 2014
Mancora, Peru September 2009 - September 2010
Durham Community Land Trustees December 2006 - September 2009
UNC Chapel Hill 2006 - 2007
UNC School of Law September 2004 - September 2006
Skills
Series 7, Series 63, Investments, Relationship Management, Personal Financial..., Asset Allocation, Certified Financial...
Education
Boston University 2011 — 2014
Certificate in Financial Planning
University of North Carolina at Chapel Hill 2004 — 2006
BA, Double Major in Economics & Political Science
American University 2002 — 2004
East Chapel Hill High School
Ballentine Partners, LLC February 2005 - Present
Skills
High Net Worth..., Wealth Management, Wealth Transfer Planning, Estate Planning, Cash Flow Management
Education
Bentley College
BS, Finance
McCallum Graduate School of Business - Bentley College
MSFP, Financial Planning
HigherMe July 2015 - Present
Morgan Stanley September 2014 - July 2015
Guest Listers LLC October 2012 - May 2014
Ballentine Partners LLC May 2010 - May 2012
Skills
Pricing, Investments, Fixed Income, Microsoft Excel, Strategic Financial..., Forecasting, Strategy, Management, Equities, Business Strategy, Financial Modeling, Leadership, Financial Analysis, Entrepreneurship, Finance, Marketing Strategy, Start-ups, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship and Finance
Northeastern University 2005 — 2010
Bachelor's Degree, Accounting and Finance
Ballentine Partners, LLC January 2007 - Present
Levine, Katz, Nannis + Solomon, PC September 2001 - November 2006
Education
University of Michigan 1984 — 1988
Bachelor of Arts (B.A.), Economics
Bentley University
Master's degree, Taxation
Mosaic Group - Marketing Solutions Partnership 2013 - Present
Ballentine Partners, LLC 2012 - 2013
SKCG Group, Inc. 2011 - 2011
Lenox Advisors 2003 - 2011
PRH Marketing Communications 2000 - 2003
Brouillard Communications 1998 - 2000
McCann Erickson 1995 - 1998
Ogilvy & Mather 1990 - 1995
Young & Rubicam 1984 - 1990
Skills
Brand Positioning and..., Creative Strategy and..., Digital Marketing and..., Business Development, Public Relations, Integrated Marketing, Strategy, Presentation Coaching, Positioning, Online Marketing, B2B, Social Media, New Business Development, Web Analytics, Strategic Partnerships, Competitive Analysis, Web Site/Social Media..., Target Market..., Database Marketing,..., Entrepreneurship, Marketing
Education
Ithaca College
B.A.
SCS Financial December 2013 - Present
SCS Financial November 2011 - December 2013
Ballentine Partners, LLC June 2006 - November 2011
Skills
Financial Planning, Microsoft Office, Portfolio Management, Asset Allocation, Wealth Management, High Net Worth..., Excel, Estate Planning, Wealth, Strategic Financial..., Investment Management
Education
Brown University 2002 — 2006
BA, Business Economics
Ballentine Partners, LLC September 2011 - Present
Twin Focus Capital Partners LLC December 2010 - September 2011
The Freedom Trust Company of America November 2010 - December 2010
EFG Eurobank Securities October 2009 - April 2010
Hyundai - Kia Motors, Barkas July 2008 - October 2009
Business & Finance Club @ Harvard June 2009 - August 2009
Sixt - Lion Rental S.A July 2006 - August 2006
Skills
Wealth Management, Investments, Asset Management, High Net Worth..., Asset Managment
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master of Science in Finance, Finance
Harvard University 2009 — 2009
Graduate Coursework, International Business
Aristoteleion Panepistimion Thessalonikis 2004 — 2008
Economics, Business Administration
Ballentine Partners, LLC December 2013 - Present
Daintree Advisors LLC August 2010 - December 2013
Lantern Financial, LLC May 2008 - August 2010
Skills
Wealth Management, Investments, Asset Allocation, Mutual Funds, Finance, Public Speaking, Estate Planning, Retirement Planning, Strategic Financial...
Education
Boston University 2009 — 2013
Certified Financial Planner, Financial Planning
Simmons College 2005 — 2009
Bachelor of Arts, Economics, Spanish, Magna cum laude GPA: 3.86
Universidad Complutense de Madrid 2006 — 2007
Spanish
Lewis S. Mills High School 2001 — 2005
Wolf Group Capital Advisors July 2015 - Present
Focus Wealth Management October 2011 - July 2015
RiverCross Partners January 2007 - August 2011
Ballentine Partners, LLC January 2004 - January 2007
Harris SBSB July 1998 - November 2003
Education
George Mason University 1994 — 1998
B.S., Finance
Georgetown University 2002 — 2002
Executive Certificate, Financial Planning
Middleton & Company, Inc. December 2010 - Present
Ballentine Partners LLC September 2008 - December 2010
MFS Investment Management July 2005 - June 2007
Brandwise, Inc. April 2004 - July 2005
AboutFace Software June 1993 - April 2004
Skills
Equity Research, Investments, Equities
Education
Belmont Hill School
Massachusetts Institute of Technology - Sloan School of Management
MBA
Williams College
B.A., Cum Laude
Deep Sky Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. January 2013 - February 2014
University of the Rockies February 2012 - November 2012
University of the Rockies October 2010 - January 2012
University of the Rockies July 2009 - September 2010
Ballentine Partners, LLC September 2007 - March 2009
Atlantic Home Health, Inc. January 2007 - August 2007
University of Maine October 2003 - May 2007
Education
Ashford University 2010 — 2011
Masters of Business Administration, Finance
University of Maine 2003 — 2007
Bachelor of Arts, Psychology
TE SubCom (Tyco Electronics Subsea Communications LLC) July 2015 - Present
Ballentine Partners, LLC January 2011 - July 2015
Ballentine Partners, LLC June 2007 - December 2010
RiverWoods at Exeter April 2005 - May 2007
Skills
Project Accounting, Financial Reporting, Project Status Reporting, Revenue Analysis, Cash Flow Reporting, Cash Flow Forecasting, Wealth Management, Financial Planning, Certified Financial..., Financial Analysis, Ultra High Net Worth..., High Net Worth..., Cash Flow, Financial Modeling, Microsoft Excel, Strategic Financial..., Estate Planning, High Net Worth Insurance, Risk Management, Family Office, Multi-generational..., Multi-generational..., Excel, Oracle, PowerPoint, Microsoft Office, Series 65, CRM, Leadership, Teamwork, Communication, Philanthropy, Research, Fundraising, Community Service, Volunteer Recruiting, Non-profit Volunteering, Problem Solving, Team Building, Variance Analysis, Process Improvement
Education
College for Financial Planning 2008 — 2011
CFP Certification Professional Education Program
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
BS, Business Administration, Finance
Exeter High School 2000 — 2003
High School
Ballentine Partners LLC September 2007 - Present
Education
University of Colorado Boulder 1998 — 2001
Master of Science (MS), Kinesiology and Applied Physiology
Dartmouth College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Ballentine Partners, LLC November 2014 - Present
Colman Knight Advisory Group, LLC December 2013 - November 2014
Raytheon June 2013 - August 2013
State Street June 2012 - May 2013
Village Subaru January 2011 - January 2011
Skills
Leadership, Teamwork, Financial Analysis, Financial Modeling, Data Analysis, Investments, Accounting, Microsoft Excel, PowerPoint, Access, Innovation, Microsoft Word
Education
Bryant University 2014 — 2014
Online Certificate in Financial Planning, Financial Planning
University of Massachusetts, Amherst 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Endicott College 2010 — 2011
Business, Freshman
Acton-Boxborough
Ballentine Partners, LLC June 2007 - Present
The Fletcher School of Law and Diplomacy January 2007 - May 2007
Government of Singapore Investment Corporation May 2006 - August 2006
Bear, Stearns & Co. Inc. July 2001 - July 2004
Education
Harvard Business School 2006 — 2007
Coursework
Tufts University - The Fletcher School of Law and Diplomacy 2005 — 2007
MA, International Investment and Trade, International Negotiation and Conflict Resolution
University of California, Berkeley 1999 — 2001
B.A., Economics, Business Administration
New York University 1997 — 1999
The Harbor Group April 2014 - Present
Colman Knight Advisory Group, LLC June 2012 - April 2014
Vested For Growth October 2011 - June 2012
Ballentine Partners, LLC July 2011 - October 2011
Accredited Investors, Inc. May 2010 - June 2011
Accredited Investors, Inc. July 2008 - June 2011
Accredited Investors, Inc. March 2006 - July 2008
Capital Analysts of New England, Inc May 2005 - March 2006
Skills
Strategic Financial..., Investments, Strategic Planning, Profit Sharing, Royalties, Wealth Management, Asset Managment, Financial Advisory, Investment Advisory, Investment Management, Retirement Planning, Retirement, Estate Planning, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
MS, Financial Planning
Bentley University 2001 — 2005
BS, Finance
Wolfeboro Public Library July 2015 - Present
Webster Pacific LLC April 2015 - Present
Cape Cod Baseball League May 2014 - December 2014
Ballentine Partners, LLC July 2011 - October 2012
Baseball Info Solutions June 2010 - July 2011
Melnor Financial Group, LLC May 2005 - July 2011
Babson College Radio January 2008 - May 2010
Babson College Rugby November 2007 - May 2010
Babson College Radio August 2007 - May 2010
Babson College Rugby January 2007 - May 2010
Skills
Data Analysis, Financial Analysis, Statistics, Microsoft Office, Research, Financial Accounting, Finance, Data Entry, Data Science, Strategic Financial..., Cash Flow Forecasting, Entrepreneurship, Leadership, Series 65, Marketing Strategy, Library Reference, Library Science, Information..., Market Research, Analysis
Education
Syracuse University 2013 — 2015
MSLIS, Data Science, 4.0
Babson College 2006 — 2010
Bachelor of Science; of Interest, Accounting, Finance
University of Oxford 2008 — 2009
Economics and Management
Xavier High School 2002 — 2006
Ballentine Partners, LLC March 2014 - Present
JPMorgan Chase April 2013 - March 2014
State Street Alternative Investment Solutions December 2012 - April 2013
Saibus Research 2013 - 2013
Citi June 2011 - July 2011
Skills
Fund Accounting, Hedge Funds
Education
University of Massachusetts, Amherst
Finance
Boston Latin School
Ballentine Partners, LLC June 2006 - Present
Education
The George Washington University 1994 — 1998
Ballentine Partners, LLC July 2006 - Present
Weston Financial Group December 2003 - July 2006
Skills
Investments, Wealth Management, Alternative Investments, Asset Management, Financial Advisory, Finance, Asset Allocation, Hedge Funds, Portfolio Management, Equities, Investment Strategies
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
MS Financial Planning
Bentley University 2001 — 2003
BS Management
Ballentine Partners, LLC February 2012 - Present
TomTom May 2010 - February 2012
The Home Depot September 2009 - April 2010
Madeira USA Ltd August 2003 - September 2009
Northeast Delta Dental May 2002 - November 2002
Skills
Employee Benefits, Employee Relations, Personnel Management, Benefits Administration, Deferred Compensation, HRIS, New Hire Orientations, PowerPoint, FMLA, Onboarding, HR Policies, Recruiting, Human Resources, Performance Management, Employee Engagement, PeopleSoft, Talent Management, Applicant Tracking..., College Recruiting, Microsoft Excel, Customer Retention, Compliance Management, Strategic Partnerships, Compensation, Benefits, Sales Recruitment, Technical Recruiting, Retention, PHR, Workers Compensation, Affirmative Action, Multi-state Payroll, ADP Payroll, SharePoint, Excel, Presentation Development, Training & Development, Training Coordination, Benefits Design, Full-cycle Recruiting, HR Strategy, Recruitment/Retention, Performance Appraisal, Strategic Human..., Management, Strategy, Leadership, Talent Acquisition
Education
Villanova University 2011 — 2013
Master of Science, Human Resource Development
Massachusetts Commission Against Discrimination (MCAD) 2014 — 2014
Colby-Sawyer College 1999 — 2003
Bachelors, Business Administration
Colby-Sawyer College 1999 — 2003
Bachelors, Psychology
TorreyCove Capital Partners January 2014 - Present
Macquarie Group November 2011 - January 2014
Ballentine Partners, LLC January 2009 - December 2010
Wellington Management Company, LLP July 2007 - December 2008
Loeb Partners May 2006 - September 2006
AIG June 2005 - September 2005
Skills
Investment Management, Private Equity, Financial Modeling, Financial Analysis, Alternative Investments, Due Diligence, Microsoft Excel, Microsoft Office, Valuation, Fixed Income, Equities, Cleantech, Equity Research, Bloomberg, Asset Management
Education
Massachusetts Institute of Technology 2003 — 2007
B.A., Mathematics; Management Science;, 4.5/5
Battery Global Advisors July 2014 - Present
Ballentine Partners, LLC November 2011 - June 2014
Blouin and Company January 2010 - November 2011
Brandeis University August 2006 - May 2010
Education
Brandeis University 2006 — 2010
B.A, History, Economics, Business
University of St. Andrews 2009 — 2009
Visiting Non-Degree, Management/Finance
Ballentine Partners, LLC June 2012 - Present
Banco Santander June 2011 - June 2012
MFS Investment Management July 2010 - January 2011
Bedford Lending Corporation May 2007 - July 2010
MetLife Investors September 2008 - March 2009
Skills
Investments, Analysis, Private Equity, Competitive Analysis, Financial Analysis, Equities, Research, Data Analysis, Excel, Access, PowerPoint, Word, Market Analysis, Options, Equity Research, Capital Markets, Business Analysis, Writing, Equity Trading, Business Intelligence, Underwriting, Strategic Planning, Strategic Analysis
Education
Bentley University 2008 — 2011
Bachelor of Science, Finance
Rochester Institute of Technology 2006 — 2008
CHS
CHS
CHS
CHS
concord senior high school
Ballentine Partners, LLC June 2015 - Present
Qvidian March 2014 - June 2015
Ruffalo Noel Levitz October 2008 - May 2015
Cafe Darling July 2012 - October 2012
Panera Bread April 2005 - June 2008
Skills
Social Networking, Microsoft Office, Marketing, Analysis, Marketing Communications, Drafting Press Releases, Blogging, Social Media, HootSuite, Salesforce.com, Microsoft Word, Microsoft Excel, PowerPoint, Public Relations, Fundraising, Annual Giving, Telefundraising, Educational Fundraising, Customer Service
Education
Southern New Hampshire University 2013 — 2015
Master of Arts (MA), Communication - New Media & Marketing
University of Massachusetts at Lowell 2007 — 2012
Bachelor of Science (B.S.), Criminal Justice, 3.0
Ballentine Partners, LLC January 2011 - Present
Ballentine Partners, LLC January 2007 - December 2010
Athena Capital Advisors July 2004 - January 2007
Veritable, LP March 2001 - June 2004
Veritable, LP October 1998 - March 2001
Skills
Financial Advisory, Investments, Entrepreneurship, Wealth Management, Portfolio Management
Education
The George Washington University 1997 — 1998
Master's degree, Finance, General
Villanova University 1993 — 1997
Bachelor's degree, Accounting
Lake Street Advisors, LLC September 2012 - Present
Piches Ski & Sports April 2010 - September 2012
Ballentine Partners, LLC February 1998 - September 2009
Education
University of New Hampshire 1977 — 1981
Bachelor of Science (BS), Computer Science
Ballentine Partners, LLC June 2015 - Present
Boston Private Wealth, LLC December 2014 - May 2015
GenSpring Family Offices January 2013 - December 2014
GenSpring Family Offices January 2008 - December 2012
Gunster April 2005 - April 2007
Law Offices of Gary, Williams, Finney, Lewis, Watson & Sperando, P.L. December 2001 - November 2004
Education
Cornell University - T. Colin Campbell Foundation 2012 — 2012
Certificate, Plant Based Nutrition
Palm Beach State College
Ballentine Partners, LLC July 2013 - Present
Family Office Exchange October 2005 - June 2013
CEB September 1997 - November 2004
Skills
Marketing Communications, Event Planning, Copywriting, Strategy, Event Management
Education
Middlebury College 1993 — 1997
English
King's College London, U. of London
Lincoln-Sudbury Regional High School