Waltham, MA

Jim Mahon

Jim 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. He graduated from the Boston College Carroll School of […]

August 21, 2026

Nick Aversano

Nick is a Research Associate on the Private Investments team at Ballentine Partners. He primarily supports the firm’s efforts to grow its private investment program which includes private equity, credit, real assets, and impact investing. Prior to joining Ballentine Partners in 2026, he spent almost three years at Spinnaker Capital, a Boston based multi-family office. […]

July 28, 2026

Ava Seigel

Ava is a Project Manager at Ballentine Partners, supporting the firm’s strategic initiatives and a variety of cross functional projects. Ava graduated from Princeton University in 2026 with highest honors, earning a bachelor’s degree in Law, Politics, and Economics-based Anthropology. During her time at Princeton, she was a writer and editor for the sports section […]

July 28, 2026

Kati Goguen

Kati is a Senior Client Advisor at Ballentine Partners. With a decade of experience in wealth management, she works closely with clients to develop holistic wealth strategies that help them achieve their financial goals. She is passionate about building meaningful relationships and delivering a highly personalized experience that supports clients through every stage of their […]

July 28, 2026

Josh Perlmutter

Josh 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. Josh joined the firm as an intern in 2025 […]

July 27, 2026

Connor O’Brien

Connor is a Wealth Advisor on the High Net Worth Team that caters to clients with $4 million or more in investment assets. Prior to joining Ballentine Partners, Connor worked at Pathstone, where he provided investment management and advisory services to high-net-worth and ultra-high-net-worth individuals and families across all stages of life. Through his experience […]

July 12, 2026

Cristian Tallarico

Cristian 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. Cristian graduated summa cum laude from Lawrence University with […]

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

Cody McCallum

Cody is a Senior Client Advisor at the firm, where he provides comprehensive wealth planning and family office services to ultra-high-net-worth individuals and families. He works closely with clients to simplify the complexities that often accompany significant wealth, helping ensure that all aspects of their financial lives – including liquidity planning, investment management, estate planning, […]

May 1, 2026

Cristina Montero

Cristina Montero is a Wealth Planning Associate at the firm, where she supports the Wealth Planning team in delivering comprehensive planning solutions to clients. Prior to joining Ballentine Partners, Cristina spent over a decade at RA Capital, a Boston-based investment firm focused on evidence-based investing in life sciences—most recently as a Director of TechAtlas, the […]

April 17, 2026

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. Eric graduated Summa Cum Laude from Bentley University in 2026 with a Bachelor of Science […]

February 27, 2026