WALTHAM, MA (May 4, 2015) – Ballentine Partners, the Boston-based independent investment and wealth management firm, announced today the firm’s expansion into the Florida market with its new office, located in Palm Beach Gardens, Florida. Christopher Chandler, CFA, CAIA and Jennifer Eaton, JD, veterans of the wealth management industry, will head up the firm’s Florida team. Their appointments are effective immediately.
Mr. Chandler joins Ballentine Partners as Managing Director and Senior Investment Advisor following a ten-year career with GenSpring Family Offices. Ms. Eaton joins Ballentine as a Managing Director and Senior Client Advisor following an eight-year career with GenSpring Family Offices.
Mr. Chandler reports to Will Braman, Ballentine’s Chief Investment Officer; Ms. Eaton reports to Coventry Edwards-Pitt, CFA, CFP®, Ballentine’s Chief Wealth Advisory Officer.
“We are very excited to welcome Chris and Jennifer to our team at Ballentine Partners,” said Drew McMorrow, President. “Not only do they share our culture and values, but also they bring a wealth of knowledge and experience to our client families. The expansion of our firm to the Palm Beach area is driven by our commitment to provide exceptional service to our Southeastern client families.”
“I am thrilled to be part of the Ballentine team,” said Mr. Chandler. “My entire career has been spent in the investment industry and I look forward to working with the current and future clients at Ballentine Partners.”
Ms. Eaton, a native Floridian, said: “The family-centric approach, firm culture, and deep resources that set Ballentine Partners apart in the industry are a perfect match with my values and experience. I’m excited to help bring their thought leadership and client dedication to the Florida market.”
Christopher C. Chandler, CFA, CAIA joined Ballentine Partners in mid-April, as a Managing Director and Senior Investment Advisor. Most recently, Mr. Chandler was a member of the executive team of GenSpring Family Offices where he was the Head of Portfolio Implementation and Investment Experience, overseeing the quality of clients’ investment experience and implementation throughout GenSpring’s network of family offices. He holds designations of CFA charter holder and Chartered Alternative Investment Analyst. Mr. Chandler is a member of the CFA Institute and the CFA Society of South Florida. Mr. Chandler was awarded a B.S.B.A. from Boston University School of Management and an M.B.A. from Case Western Reserve University’s Weatherhead School of Management.
Jennifer M. Eaton, JD joined Ballentine Partners in mid-April, as a Managing Director and Senior Client Advisor. Most recently, Ms. Eaton was a Vice President and a Senior Family Wealth Advisor at GenSpring Family Offices for more than eight years, where she worked with clients on a range of topics including tax and estate planning issues, philanthropic endeavors, family governance matters, trusteeship, and coordination of the flow of information with outside professionals. She is a member of the Elder Law, Real Property, and Probate and Trust Law Sections of the Florida Bar and is also an active participant in the Martin County Estate Planning Council and Big Sister of Martin County. Ms. Eaton received her undergraduate degree in Criminal Justice from the University of South Carolina, earned her JD from the University of Miami School of Law and is a licensed attorney in Florida.
About Ballentine Partners
Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families 30 years ago, and continues to be a thought leader in the field. Ballentine’s clients require comprehensive, integrated, and objective advice. The firm advises on more than $5.6b in assets under management (as of 3/31/2015). Ballentine scales its services to meet the breadth of clients’ needs, whether it’s investment management and planning for a family office or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration.
Boston Headquarters: 230 3rd Ave Fl 6, Waltham MA 02451
Florida Office: 3507 Kyoto Gardens Dr Ste 320, Palm Beach Gardens, FL 33140
New Hampshire Office: 55 Mill St | PO Box 1860, Wolfeboro, NH 03894