Rochester, NH

Hayley Thorne

Hayley is an Operations Associate – Trade Processor at the firm, responsible for executing and overseeing trades across client portfolios. She works closely with client teams to ensure accuracy, efficiency, and timely execution, supporting the operational excellence that underpins the firm’s investment management and client service efforts. Hayley joined Ballentine Partners after more than eight […]

June 3, 2026

Suzannah Pogue

Suzannah is a Wealth Planning Associate at the firm. Before joining the firm in 2024, Suzannah consulted for start-up businesses and served as General Counsel and EVP Client Development for Knowtion Health (FKA RSource), a firm improving the revenue cycle for healthcare facilities, where she provided business planning and compliance, insurance and benefit issue resolution, […]

September 19, 2024

Nancy Rinehart

Nancy is a Cash Flow Specialist at the firm. Her position focuses on bookkeeping and bill payment for several larger Family Office clients. Prior to joining Ballentine Partners, Nancy began her career at Prudential Insurance Company in New Jersey, where she worked in a variety of actuarial, underwriting, and financial analysis roles, including Actuarial Assistant, […]

August 30, 2024

Leeann Maxwell

Leeann is a Client Service Associate on the High Net Worth team, a group specialized in working with clients with over $4 million in investment assets. She has worked in Wealth Management since 2015 in multiple capacities and acquired many industry licenses during that time. She enjoys the operations aspect of the industry the most. […]

January 30, 2024

Erin Murray

Erin is a senior Client Service Associate. She works across a variety of client engagements with the Service team to assist in transfers, account opening, research, and much more. She also has a popular internal blog series to educate about account policies and procedures in an entertaining and engaging voice. Prior to joining the firm […]

January 30, 2024

Jonelle Waterman

Jonelle is a Cash Flow Specialist at the firm. Her position focuses on producing statements of cash flow, managing payable workflow, and recording financial transactions for several of the larger Family Office clients. Prior to joining the firm in 2022, she worked at Liberty Mutual in Dover, NH, first as a Life & Annuity Specialist, […]

January 29, 2024

Jody DiPirro

Jody DiPirro is a Client Service Associate at Ballentine Partners. She joined the firm in 2023 as the Training Specialist with a background in Finance and Learning & Development. She is passionate about creating operational efficiencies and interpersonal connections. Jody graduated from Worcester State University in 2015 with a bachelor’s degree in business administration and […]

January 29, 2024

Kevin Lipperman

Kevin is a Senior Recruiting Specialist at the firm and brings a decade of staffing and recruiting experience. He has recruited positions from entry-level call centers to C-Level executives. He has a passion for matching the right talent with the right team. Kevin is a New York native, and has a daughter named Norah who […]

January 29, 2024

Skye Henderson

Skye is a Wealth Planning Associate who works with families to help them achieve their wealth management goals. Prior to becoming a Wealth Planning Associate, Skye worked as a Cash Flow Specialist for 6 years within the firm. In that role, her primary focus was to manage client payable workflow and record financial transactions to […]

January 25, 2024

Jason Zindell

Jason is an IT Support Analyst at the firm. Prior to joining the firm in 2023, he provided technical support for RCN telecom, worked helpdesk support for a pharmaceutical company, and managed the service department for a plumbing and HVAC contractor. After deciding to focus on a technology career path, Jason earned a bachelor’s degree […]

January 24, 2024

Aaron MacDougall

Aaron is the Director of IT at Ballentine Partners.

November 5, 2020

Susan Stevens

Susan is a Client Service Manager at Ballentine Partners.

November 5, 2020