Waltham, MA

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

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

John Brody

John is a Wealth Planner at the firm. He enjoys working with multi-generational client families to navigate the complexities of managing their wealth, helping each client achieve their long-term financial goals, and providing financial education for younger generations. Prior to joining Ballentine Partners, John served as a Senior Category Manager at Wayfair, where he worked […]

January 17, 2025

Candace Macdonald

Candace is the Regional Office Manager at Ballentine Partners. With expertise in office management, Candace leverages her extensive knowledge to optimize processes and oversee internal operations, enhancing service for both our internal teams and external customers across our northeast locations. Prior to joining Ballentine, Candace was the Senior Director of Facilities for Care.com where she […]

December 10, 2024

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

Alanna Paiva Robinson

Alanna is a Senior Client Advisor at our firm. With over 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 Partners, she worked as a Director in the Private Client Group at SCS Financial Services, where she […]

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, providing essential support to daily operations by managing schedules, handling communications, and ensuring administrative tasks run smoothly. Prior to joining Ballentine Partners, Sophia worked as an Operations Manager at an Amazon Fulfillment Center overseeing dispatch and returns in a fast-paced logistics environment. Sophia graduated from the University […]

July 22, 2024

James Pleat

James is a Wealth Planner on the Family Office team. He provides support to the 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, carbon footprinting, and […]

July 22, 2024