Alexa is a Partner, Chief of Staff, and Senior Client Advisor at the firm. In her role she works with the CEO in managing the firm’s strategic planning program to meet short and long-term objectives. As a Senior Client Advisor, she works with families to achieve their wealth management goals.
Prior to joining Ballentine Partners in 2019, Alexa worked at Brown Brothers Harriman & Co. where she was a Senior Client Services Account Manager in the Exchange Traded Funds business acting as the primary contact for client’s ongoing and long-term initiatives. Also, while at BBH, Alexa was an Investment Tax Analyst where she worked on preparing tax allocations and calculating taxable income for her clients.
Alexa earned a Master’s in Business Administration with a concentration in Finance at Babson College and her Bachelor of Arts in both Economics and Sociology at Union College. Alexa is a CERTIFIED FINANCIAL PLANNER® practitioner.
She currently lives in the North End and in her free time she enjoys cooking, reading, fishing, lobstering, hiking and anything summer.