Waltham, MA

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

Vedant Chouhan

Vedant is a Research Analyst on Ballentine Partners’ private market team. He contributes to investment research and due diligence efforts across various asset classes including private equity, private credit, and other alternative investments to support the firm’s customized investment strategies. Prior to joining Ballentine Partners, Vedant gained extensive experience across the finance industry, having worked […]

December 10, 2024

Alanna Paiva Robinson

Alanna is a Senior Client Advisor at our firm. With a decade of experience in wealth management, Alanna is dedicated to providing our clients with integrated multi-generational estate, tax, and philanthropic planning strategies. Prior to joining Ballentine, she worked as a Director in the Private Client Group at SCS Financial Services, where she developed tailored […]

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

Sophia Ciccarelli

Sophia is an administrative assistant at the firm. Prior to joining Ballentine Partners, Sophia was an operations manager at Amazon in charge of dispatching and returns. Sophia graduated from the University of Massachusetts Amherst in 2023, with a degree in Hospitality and Tourism Management. During her time at the University of Massachusetts Amherst, she participated […]

July 22, 2024

James Pleat

James is a Wealth Planning Associate on the Family Office team. He provides support to Wealth Planners and Senior Client Advisors at the firm. Prior to joining Ballentine Partners in 2024, James worked at MSCI as an ESG & Climate Consultant. He assisted asset management and insurance clients with use cases such as ESG integration, […]

July 22, 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

Janie Monroe

Janie is a Wealth Advisor and part of the High Net Worth team that caters to clients with $4 million or more of investable assets. Janie is passionate about helping individuals and families apply their unique personal and financial objectives, along with their values and beliefs, to their wealth in a thoughtful manner. Janie rejoined […]

April 30, 2024

Sean T. Cleary

Sean is Chief Compliance & Risk Officer at the firm. He is responsible for the oversight and execution of the regulatory compliance and risk management program. Prior to joining the firm, Sean worked for Boston Trust Walden where he managed the compliance, risk management, internal audit, and vendor management programs. Prior to this, he served […]

April 11, 2024

Janie Doherty

Janie is a Senior Executive Assistant at Ballentine. She is a seasoned administrative professional with a diverse background in various roles since 2009. Throughout her 14 years with the firm, Janie has enjoyed providing top-level executive support while serving clients and assisting colleagues. Before joining Ballentine Partners, Janie worked for Gorman Richardson Architects as an […]

February 12, 2024

Karina Johnson

Karina is a Senior Marketing Associate at the firm. In her role she supports the marketing team and assists in executing the firm’s marketing initiatives. Prior to joining the team at Ballentine in 2023, Karina worked at Prio Wealth for 6 years. During her time there she served on their marketing committee, in addition to […]

January 22, 2024

Collin MacRae

Collin is a Wealth Planning Associate within our Wealth Advisory practice serving Family Office clients. Prior to joining the firm, Collin was a financial advisor at Boston-based, Keenan Financial. In his role he focused on providing comprehensive financial planning services to a variety of clients, cementing his interest in the planning work he enjoys at […]

November 16, 2023