WALTHAM, MA (March 1, 2022) – Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is delighted to announce two new partners: Senior Client Advisor Emily Cashman and Director of Private Investing Elisa Lustig. This brings our total number of employee owners to 21 and our partner to employee ratio to 20%.
“Both Emily and Elisa have significantly positively impacted our firm since they joined,” said Drew McMorrow, President and CEO of Ballentine Partners. “Emily has earned the trust of our clients and colleagues alike through her hard work, thoughtful strategic insights, and admirable values. Elisa has transformed our private investing capabilities and has been a valuable leadership voice on our investment team. We are thrilled to welcome both to the partnership group.”
Emily Cashman joined Ballentine Partners in November of 2018 as Senior Client Advisor. Prior to joining Ballentine Partners, Emily led the Lee Family Office in Cambridge, Massachusetts. Previously, she was a Client Advisor at SCS Financial. Emily received a Bachelor of Science in Business Administration with a concentration in Finance from Babson College and a Certificate in Financial Planning from Boston University.
Elisa Lustig joined Ballentine Partners in March of 2020 as Director of Private Investing. Prior to joining Ballentine Partners, Elisa spent 14 years at Liberty Mutual where she helped lead the private equity group. Earlier in her career, Elisa worked at Jarislowsky Fraser Limited, a portfolio management firm in Montreal. Elisa received her MBA from Brandeis International Business School and earned her Bachelor of Commerce from Concordia University.
About Ballentine Partners
Ballentine Partners is an investment and wealth management firm dedicated to serving its clients with integrity and independence. We manage over $10.5 billion of assets (as of 12/31/2021) for private clients who rely on us to be their 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 our clients’ interests in mind.