Ballentine Partners is an independent multi-family office providing holistic wealth management services, including investment advice and strategic wealth management.

Ballentine Partners

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Partner & Chief Operating Officer

Barry Tubman

Partner & Chief Investment Officer

Christopher Chandler

Partner & Chief Creative Officer

Coventry Edwards-Pitt

President & CEO

Drew McMorrow

Executive Chairman

Roy Ballentine

Chief Investment Officer

Will Braman

Director of Information Technology

Aaron MacDougall

Partner and Senior Investment Advisor

Bruce Simon

Partner & Director of Private Investments

Elisa Lustig

Managing Director

Jayson DeAngelis

President and CEO

Founder and Executive Chairman

Venture Capital Companies With More Than 10 Employees

Massachusetts Companies With More Than 50 Employees

Insurance Companies With More Than $1M in Revenue (Top 10K)

Massachusetts Companies With Fewer Than 1000 Employees (Top 10K)

Ballentine Partners is a financial services company that provides investment & financial advisory and wealth management services.

Waltham

Massachusetts

United States

North America

Ballentine Partners, LLC

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Provides comprehensive wealth management services, including financial planning, estate planning, and risk management, tailored to individual and family needs.

Offers investment management services, including portfolio construction, equities, fixed income, and private investments, with a focus on tax efficiency and long-term growth.

Helps clients align their investment portfolios with their values by investing in funds that support social and environmental causes.

Provides outsourced Chief Investment Officer services, including portfolio management, investment strategy, risk management, and compliance.

Addresses complex human challenges related to wealth, such as raising grounded children, designing a meaningful legacy, and preserving family relationships.

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Ballentine Partners