Ballentine Partners, LLC

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Ballentine Partners, LLC Employees

Employee
Years
Job
Industry
Christopher Chandler Christopher Chandler Palm Beach Gardens, Florida Details
Christopher Chandler's Ballentine Partners, LLC Experience April 2015 - Present
Job
Industry Investment Management
Experience
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

Julia (Ye) Zhu, CFA Julia (Ye) Zhu, CFA Brighton, Massachusetts Details
Julia (Ye) Zhu, CFA's Ballentine Partners, LLC Experience June 2012 - Present
Job Investment Analyst at Ballentine Partners, LLC
Industry Financial Services
Experience
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

Brian Kelleher Brian Kelleher Greater Boston Area Details
Brian Kelleher's Ballentine Partners, LLC Experience June 2014 - Present
Job Wealth Planning Associate at Ballentine Partners, LLC
Industry Financial Services
Experience
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

Sam Gough, CFP® Sam Gough, CFP® Greater Boston Area Details
Sam Gough, CFP®'s Ballentine Partners, LLC Experience May 2004 - Present
Job Wealth Planner at Ballentine Partners, LLC
Industry Financial Services
Experience
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

Samuel Nofzinger, CFA Samuel Nofzinger, CFA Greater Boston Area Details
Samuel Nofzinger, CFA's Ballentine Partners, LLC Experience January 2014 - Present
Job Investment Advisor at Ballentine Partners, LLC
Industry Investment Management
Experience
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

Greg Peterson, Ph.D., CFA Greg Peterson, Ph.D., CFA Greater Boston Area Details
Greg Peterson, Ph.D., CFA's Ballentine Partners, LLC Experience August 2002 - July 2015
Job Senior Portfolio Manager
Industry Financial Services
Experience
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

Will Tickle, CFA Will Tickle, CFA Greater Boston Area Details
Will Tickle, CFA's Ballentine Partners, LLC Experience 2003 - Present
Job Portfolio Manager; Director of Impact Investing at Ballentine Partners
Industry Investment Management
Experience
Ballentine Partners, LLC   2003 - Present

Education
Brandeis University   1999 — 2003
BA, Economics

kingswood

kingswood

kingswood

Anne (Buckless) Strickland Anne (Buckless) Strickland San Francisco Bay Area Details
Anne (Buckless) Strickland's Ballentine Partners, LLC Experience June 2008 - September 2011
Job Sr. Compensation Analyst
Industry Human Resources
Experience
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

Nicholas Ferbert Nicholas Ferbert Greater Boston Area Details
Nicholas Ferbert's Ballentine Partners, LLC Experience January 2014 - November 2014
Job Investment Advisor at Financial Engines
Industry Financial Services
Experience
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

Kimberley Emberg Kimberley Emberg Greater Boston Area Details
Kimberley Emberg's Ballentine Partners, LLC Experience September 2013 - Present
Job Marketing and Business Development Manager at Ballentine Partners, LLC
Industry Financial Services
Experience
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

Shannon Tibbetts Shannon Tibbetts Wolfeboro, New Hampshire Details
Shannon Tibbetts's Ballentine Partners, LLC Experience March 2009 - Present
Job Executive assisant at Ballentine Partners, LLC
Industry Financial Services
Experience
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

Sarah Hodge, CFP® Sarah Hodge, CFP® Greater Boston Area Details
Sarah Hodge, CFP®'s Ballentine Partners, LLC Experience October 2014 - Present
Job Financial Planning Professional
Industry Financial Services
Experience
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

Stephen Martone, CFP® Stephen Martone, CFP® Greater Boston Area Details
Stephen Martone, CFP®'s Ballentine Partners, LLC Experience February 2005 - Present
Job Director of Wealth Advisory Operations at Ballentine Partners, LLC
Industry Financial Services
Experience
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

Kevin Connors Kevin Connors Greater New York City Area Details
Kevin Connors's Ballentine Partners, LLC Experience May 2010 - May 2012
Job VP Customer Development at HigherMe
Industry Financial Services
Experience
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

Adam Ochlis, CPA, MST Adam Ochlis, CPA, MST Waltham, Massachusetts Details
Adam Ochlis, CPA, MST's Ballentine Partners, LLC Experience January 2007 - Present
Job Senior Client Advisor at Ballentine Partners, LLC
Industry Financial Services
Experience
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

Peter Haines Peter Haines Greater Boston Area Details
Peter Haines's Ballentine Partners, LLC Experience 2012 - 2013
Job Partner, Chief Marketing Officer at Mosaic Group Marketing Solutions Partnership
Industry Marketing and Advertising
Experience
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.

Kyle Tracey, CFP® Kyle Tracey, CFP® Boston, Massachusetts Details
Kyle Tracey, CFP®'s Ballentine Partners, LLC Experience June 2006 - November 2011
Job Senior Client Advisor at SCS Financial
Industry Financial Services
Experience
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

Katerina Barka-Papalucas Katerina Barka-Papalucas Greater Boston Area Details
Katerina Barka-Papalucas's Ballentine Partners, LLC Experience September 2011 - Present
Job Investment Analyst at Ballentine Partners, LLC
Industry Financial Services
Experience
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

Leah Warren, CFP® Leah Warren, CFP® Greater Boston Area Details
Leah Warren, CFP®'s Ballentine Partners, LLC Experience December 2013 - Present
Job Wealth Planner at Ballentine Partners, LLC
Industry Financial Services
Experience
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

April Turch April Turch Washington D.C. Metro Area Details
April Turch's Ballentine Partners, LLC Experience January 2004 - January 2007
Job Portfolio Operations Manager at Wolf Group Capital Advisors
Industry Financial Services
Experience
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

Adam Grossman, CFA Adam Grossman, CFA Greater Boston Area Details
Adam Grossman, CFA's Ballentine Partners, LLC Experience September 2008 - December 2010
Job Equity Research Analyst at Middleton & Company, Inc.
Industry Investment Management
Experience
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

Shannon Wiatrek Shannon Wiatrek Lincoln, Nebraska Area Details
Shannon Wiatrek's Ballentine Partners, LLC Experience September 2007 - March 2009
Job Marketing Manager at Deep Sky Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Valerie Pycko, CFP® Valerie Pycko, CFP® Greater Boston Area Details
Valerie Pycko, CFP®'s Ballentine Partners, LLC Experience January 2011 - July 2015
Job Project Accountant at TE SubCom (Tyco Electronics Subsea Communications LLC)
Industry Accounting
Experience
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

Debra Whitney Debra Whitney Greater Boston Area Details
Debra Whitney's Ballentine Partners, LLC Experience September 2007 - Present
Job Wealth Planner at Ballentine Partners LLC
Industry Financial Services
Experience
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

Jake Northrup Jake Northrup Somerville, Massachusetts Details
Jake Northrup's Ballentine Partners, LLC Experience November 2014 - Present
Job Investment Analyst at Ballentine Partners, LLC
Industry Financial Services
Experience
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

Sheila Chen Lawrence Sheila Chen Lawrence Greater Boston Area Details
Sheila Chen Lawrence's Ballentine Partners, LLC Experience June 2007 - Present
Job Senior Client Advisor at Ballentine Partners, LLC
Industry Financial Services
Experience
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

Chris MacBean, MSFP, CFP® Chris MacBean, MSFP, CFP® Greater Boston Area Details
Chris MacBean, MSFP, CFP®'s Ballentine Partners, LLC Experience July 2011 - October 2011
Job Financial Planner at The Harbor Group
Industry Financial Services
Experience
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

Jared Raymond Jared Raymond Syracuse, New York Details
Jared Raymond's Ballentine Partners, LLC Experience July 2011 - October 2012
Job Library Assistant at Wolfeboro Public Library
Industry Accounting
Experience
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

Peter Peng Peter Peng Boston, Massachusetts Details
Peter Peng's Ballentine Partners, LLC Experience March 2014 - Present
Job Investment Analyst at Ballentine Partners, LLC
Industry Financial Services
Experience
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

Jayson DeAngelis Jayson DeAngelis Greater Boston Area Details
Jayson DeAngelis's Ballentine Partners, LLC Experience June 2006 - Present
Job Managing Director at Ballentine Partners, LLC
Industry Financial Services
Experience
Ballentine Partners, LLC   June 2006 - Present

Education
The George Washington University   1994 — 1998

Austin Poirier Austin Poirier Waltham, Massachusetts Details
Austin Poirier's Ballentine Partners, LLC Experience July 2006 - Present
Job Senior Investment Advisor at Ballentine Partners, LLC
Industry Investment Management
Experience
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

Brie Elliott, MSHRD, PHR, SHRM-CP, C(k)PS Brie Elliott, MSHRD, PHR, SHRM-CP, C(k)PS Greater Boston Area Details
Brie Elliott, MSHRD, PHR, SHRM-CP, C(k)PS's Ballentine Partners, LLC Experience February 2012 - Present
Job HR Director at Ballentine Partners, LLC
Industry Financial Services
Experience
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

Qi Liu, CFA Qi Liu, CFA Greater San Diego Area Details
Qi Liu, CFA's Ballentine Partners, LLC Experience January 2009 - December 2010
Job Senior Associate (Private Equity)
Industry Investment Management
Experience
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

Aaron Laufer, CFP® Aaron Laufer, CFP® Greater Boston Area Details
Aaron Laufer, CFP®'s Ballentine Partners, LLC Experience November 2011 - June 2014
Job Associate at Battery Global Advisors
Industry Financial Services
Experience
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

Alex Knapp, CFA Alex Knapp, CFA Greater Boston Area Details
Alex Knapp, CFA's Ballentine Partners, LLC Experience June 2012 - Present
Job Investment Advisor at Ballentine Partners
Industry Investment Management
Experience
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

Monica Parks Monica Parks Greater Boston Area Details
Monica Parks's Ballentine Partners, LLC Experience June 2015 - Present
Job Marketing Assistant at Ballentine Partners, LLC
Industry Fund-Raising
Experience
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

Michael Chimento Michael Chimento Waltham, Massachusetts Details
Michael Chimento's Ballentine Partners, LLC Experience January 2011 - Present
Job Investment Advisor at Ballentine Partners, LLC
Industry Investment Management
Experience
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

Debra Stokes Debra Stokes Gilford, New Hampshire Details
Debra Stokes's Ballentine Partners, LLC Experience February 1998 - September 2009
Job Sr Financial Planner at Lake Street Advisors, LLC
Industry Financial Services
Experience
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

Rachel Gilmore Rachel Gilmore West Palm Beach, Florida Area Details
Rachel Gilmore's Ballentine Partners, LLC Experience June 2015 - Present
Job Executive Administrative Assistant at Ballentine Partners, LLC
Industry Financial Services
Experience
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

Naz Hassanein Naz Hassanein Wellesley, Massachusetts Details
Naz Hassanein's Ballentine Partners, LLC Experience July 2013 - Present
Job Ballentine Partners, LLC
Industry Financial Services
Experience
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