WALTHAM, MA (January 24, 2018) – Ballentine Partners, a leading independent investment and wealth management firm headquartered in Waltham, Massachusetts, welcomed Jennifer Murtie as a Managing Director and Senior Investment Advisor.
In her role, Ms. Murtie will lead the firm’s High Net Worth team, which works exclusively with clients who have investable assets between $3-20 million.
“We are thrilled to add another talented industry leader to our team,” said Drew McMorrow, President and CEO of Ballentine Partners. “Jen’s depth of operational, management, leadership, and advisory experience will be a tremendous asset to our High Net Worth group as it continues to grow.”
Ms. Murtie spent the last 15 years at Pathstone/Federal Street, most recently as the COO and Head of ESG/Impact Investing. Prior to that, her experience spanned continents and sectors including social enterprise, for-profit, and non-profit organizations. She brings a wealth of industry knowledge and insight to Ballentine.
“I am excited to join such a talented team. The High Net Worth team was formed 11 years ago and has had an exciting journey of growth,” said Murtie. “I look forward to working with clients and the team as we continue to grow and build on our culture of excellence.”
Jennifer Murtie joined Ballentine Partners in mid-January as a Managing Director, Senior Investment Advisor, and the leader of the High Net Worth team. Most recently, Ms. Murtie was with Pathstone where she held leadership responsibility for the firm’s operations, ESG/Impact Investing practice, business development, and client service. Previously, Jennifer was President of Federal Street Advisors. Prior to that, she was a Director at The Moriah Fund, a family foundation that promotes human rights and social justice, assists people with gaining self-sufficiency, and fosters sustainable international development. Jennifer received her MBA from the Simmons School of Management and a Bachelor of Arts from Houghton College.
Jennifer Murtie is the Managing Director and Senior Investment Advisor leading the firm’s team which caters to clients with $3 million – $20 million of investable assets. The team provides a fully integrated approach to financial planning and investment management. The team also provides clients access to the investment strategy enjoyed by the full range of the firm’s family office clients, scaled to fit their particular circumstances.
Prior to joining the firm in 2019, Jennifer worked for 15 years at Pathstone/Federal Street, most recently as Chief Operating Officer where she was a member of the Executive Committee. Prior to that, Jen worked for the Moriah Fund and Old Silk LLC where she held several positions including Administrative Director from 1998-2004. During her career in the investment business, Jen has worked with clients and also served as a leader managing teams of people. Jen earned her MBA from the Simmons School of Management, and a BA in sociology and international relations from Houghton College.
Jennifer has been featured in publications such as The Wall Street Journal, Private Wealth, and Nonprofit News on her experience in the areas of philanthropy and impact investing. She was named a “Rising Star” in the wealth management and family office industry by Private Asset Management (PAM) magazine.
Jennifer and her family live in Winchester, MA. She enjoys traveling and golf in her free time.
About Ballentine Partners
Ballentine Partners is a client-centric investment and wealth management firm dedicated to integrity and independence. We manage over $6.7 billion of assets (as of 9/30/2018) for private clients who rely on us to be their most trusted advisor for all aspects of their complex financial lives. With clients ranging from entrepreneurs with $3 million of liquid assets to multi-generational families with over $1 billion, we customize our solutions to our clients and design our strategies with only our clients’ interests in mind. We help our clients make smart decisions about their wealth, giving them the freedom to focus on the lives they want to lead.