WALTHAM, MA (June 1, 2020) – Ballentine Partners, a leading independent wealth management firm headquartered in Waltham, Massachusetts, welcomed Eryn-Ashlei Bailey as the firm’s Chief of Staff.
In her role as Chief of Staff, Ms. Bailey works with the President and CEO, Drew McMorrow, in managing the firm and leading strategic initiatives.
“We are very excited to welcome Eryn to our team,” said Drew McMorrow, President and CEO of Ballentine Partners. “Her multi-faceted background in our industry will allow us continue to build on our dedication to the client experience and position our firm for sustained success.”
“I’m so glad to be joining Ballentine Partners because it’s an opportunity to work with a motivated team of individuals who are dedicated to ensuring client success in investment management,” said Bailey.
Eryn-Ashlei Bailey joined Ballentine Partners on June 1 as Chief of Staff. Most recently, Ms. Bailey was with The City of Philadelphia Board of Pensions and Retirement serving as an Investment Officer where she researched private investment opportunities. Previously she was with Vanguard where she worked her way up from Customer Relationship Associate to Financial Advisor. Eryn-Ashlei is a recent graduate of the Wharton MBA program, and she received a Bachelor of Arts in Psychology from St. John’s University.
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 3/31/2020) 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 $3.5 million of liquid assets to multi-generational families with over $1 billion, we customize our solutions to our clients’ needs 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.