Waltham, MA

Ryan Lenois

Ryan Lenois is an Operations Associate – Trade Processor, responsible for executing and monitoring trades on behalf of client teams. He ensures accuracy and seamless execution across client portfolios, supporting efficient and reliable investment operations. Prior to joining the firm, Ryan served as an Accounting Analyst at C&S Wholesale Grocers, where he prepared weekly profit […]

March 11, 2026

Eric Gregory

Eric is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets. He supports Senior Wealth Advisors and Wealth Advisors with all facets of the financial planning process. While completing his degree at Bentley University, Eric works part-time at the firm and plans […]

February 27, 2026

Allison Robinson

Allison is a Senior Wealth Advisor on the High Net Worth Team, advising individuals and families with $4 million or more in investable assets. She takes a comprehensive, relationship-driven approach to wealth management, working closely with clients to navigate complex financial decisions and align their resources with their long-term objectives. Prior to joining Ballentine Partners, […]

February 20, 2026

Robert Paone

Rob is a Wealth Advisor and part of the High-Net-Worth team that caters to clients with $4 million or more investment assets. Prior to joining the firm, he worked at Shepherd Financial Partners, where he supported clients with comprehensive financial planning, investment management, and advisory services. He began his career at Brown Brothers Harriman as […]

September 9, 2025

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

Jack Lucey

Jack is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investment assets. He supports Senior Wealth Advisors and Wealth Advisors with comprehensive financial planning and investment management solutions. Prior to joining the firm, Jack worked at PIMCO where he was a Regional Head […]

July 31, 2025

Rachel Gillardi

As Executive Office Coordinator, Rachel maintains the firm’s Boston office and manages key administrative operations. With a focus on efficiency, communication, and discretion, Rachel plays a central role in keeping the executive office running smoothly. Prior to joining Ballentine, Rachel earned a bachelor’s degree in Marketing from Johnson & Wales University. Shortly after graduating, Rachel […]

July 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

Everton Raymond

Everton Raymond is the Director of Technology Initiatives at the firm, where he leads strategic technology initiatives to drive innovation and operational efficiency. He is responsible for evaluating and implementing business applications, managing AI and emerging technology strategies, and overseeing complex, cross-functional technology projects. Prior to joining the firm in March 2025, Everton served as […]

April 11, 2025

Selma Jusufovic

Selma Jusufovic is a Wealth Planning Associate on the Family Office Team. In her role, she supports Senior Client Advisors and Wealth Planners in all facets of the wealth planning process. Prior to joining Ballentine Partners, Selma was a Senior Trust Administrator at McLane Middleton; before that, Selma was a Teller at TD Bank. Her […]

April 11, 2025

Suellen Durkin

Suellen is a Senior Client Advisor at Ballentine Partners. She is responsible for all aspects of wealth planning and advisory services, supporting clients and their families in managing their financial lives with thoughtful guidance. With an organized and insightful approach, Suellen provides strategic advice and strives to maintain a high level of service. She finds […]

March 26, 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