Boston, MA

Aidan Merriam

Aidan is a Portfolio Analyst at the firm and supports the Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, he is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries. Prior to joining Ballentine Partners, Aidan worked as a […]

May 22, 2026

Emily Lewis

Emily is a Research Manager at the firm, where she conducts research and due diligence to identify impact investment opportunities across both public and private markets. She is passionate about helping clients align their investments with their values by identifying opportunities that seek to generate strong financial returns alongside meaningful social and environmental impact. Throughout […]

May 21, 2026

Shiphrah Rosenberg

Shiphrah is an Executive Office Coordinator at the firm, where she supports firm operations and helps ensure the office runs smoothly day to day. Prior to joining Ballentine Partners, she served as an Operations Manager at Boston Offices, overseeing two downtown Boston locations and managing a wide range of operational responsibilities. A Boston native, Shiphrah […]

January 28, 2026

Bella Carrozza

Bella is a Portfolio Analyst at the firm and supports the Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, she is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries. Bella graduated Magna Cum Laude from the Providence College […]

August 22, 2025

Rosella Cecil

Rosella is a Wealth Planning Associate within our Wealth Advisory practice. Rosella joined the firm in 2024 as an intern and began a full-time role following her graduation from Fordham University in 2025, where she earned a Bachelor of Science in Finance. During her time at Fordham, she was involved in their Campus Activities Board […]

June 20, 2025

Stella Henderson

Stella is an Impact Investment Analyst at the firm and works closely with the Impact Investing Team. Stella conducts research and due diligence to identify impact investment opportunities across asset classes in both public and private markets. Stella earned the title of “Double Jumbo” after receiving her Master of International Business (MIB) from the Fletcher […]

February 26, 2025

Nicholas Mehlhorn

Nick is a Portfolio Analyst at the firm and supports the Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, he is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries. Prior to joining the firm in 2024, Nick was […]

January 17, 2025

Camden Bowdy

Cam is a Wealth Planning Associate at the firm where he provides financial planning support for the Wealth Planning team. Prior to joining the firm, Cam was a Business Development Associate at Boston-based, FINTRX. In his role, he focused on the procurement of new clients within the alternative asset manager space. The information he sold […]

December 10, 2024

Elinor Johansson

Elinor is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets. She supports Senior Wealth Advisors and Wealth Advisors with all facets of the financial planning process. Before joining the firm in 2024, Elinor completed a Masters in Finance at Boston College. […]

August 6, 2024

Illeana Osmena

Illeana is a Wealth Planning Associate at the firm. Prior to joining Ballentine Partners, Illeana was a financial analyst at M3 Family Office. She worked on estate planning, investments, as well as other concierge services. Illeana graduated from Bentley University in 2021, with a Bachelor of Science in Economics and Finance. During her time at […]

May 1, 2024

Michelle H. Soufan

Michelle is a Senior Wealth Advisor on the High Net Worth team that caters to clients with $4 million or more in investable assets.

April 26, 2021

Reid Monk

Reid is a Portfolio Analyst at Ballentine Partners.

July 22, 2019