WALTHAM, MA (April 2, 2019) – Ballentine Partners, a client-centric investment and wealth management firm, is pleased to announce Debra A. Whitney as a new partner. The 19 existing partners are proud to include Ms. Whitney in their cohort, recognizing not only her excellence and leadership role in the firm and dedication to her clients, but also her deep involvement in finance and philanthropy across greater Boston.
“Since joining us more than 10 years ago, Deb has grown into an influential member of the financial planning community and of the firm,” said Drew McMorrow, President & CEO of Ballentine Partners. “Her hard work and sterling values have earned the trust of her clients and colleagues alike. We are very proud to have her become a Partner of the firm.”
Debra A. Whitney, CFP, CAP, MS, is a Partner and Senior Client Advisor at the firm. While she is responsible for multiple areas of wealth management, she has a particular focus on assisting multigenerational families in defining and then achieving their goals through wealth transfer planning, philanthropic engagement, and financial education of family members. Deb is actively involved in the Boston Estate Planning Council, serving on the Board of Directors and as the Board Liaison to the Membership Committee and a member of the Budget/Finance Committee. She is past Chair and Vice Chair of the Boston Estate Planning Council Membership Committee and Women’s Initiative Committee. She is a current member of the Professional Advisors Network at The Boston Foundation and is a Chartered Advisor in Philanthropy®.
About Ballentine Partners
Ballentine Partners is a client-centric investment and wealth management firm dedicated to integrity and independence. We manage over $6.4 billion of assets (as of 12/31/2018) 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.