Waltham, MA

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 Senior 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 […]

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

Madison McMurry

Madison 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 joined Ballentine in 2024 after graduating from University of Central Florida in 2023 with her Bachelor of Science in Anthropology with a focus on Cultural Anthropology. During her program, […]

March 4, 2024

Janie Doherty

Janie is a Senior Executive Assistant at Ballentine with over 16 years of experience with the firm. Since 2009, she has been a seasoned administrative professional, excelling in various roles. Janie takes pride in providing top-level executive support, serving clients, and assisting her colleagues effectively. Before joining Ballentine Partners, Janie worked for Gorman Richardson Architects […]

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 Planner 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 Ballentine […]

November 16, 2023

Janet Schwartz

Janet is a Wealth Planner at the firm. She works with a diverse range of clients—from individuals to multi-generational families. Janet is an active member of the firm’s Philanthropy Knowledge Management team and enjoys guiding clients in evaluating their charitable efforts as part of their broader financial planning. Prior to joining the firm, Janet was […]

November 16, 2023

Ivan Caballero

Ivan Caballero is a Wealth Planning Associate at the firm. In his role he provides financial planning support for the Wealth Planning team. Previously, Ivan worked at a small RIA firm in Chicago, Illinois helping the team as a research intern focusing on ETF research. He also interned at a wealth management firm in Johnston, […]

October 20, 2023

Gordon Freeman

Gordon Freeman is a Senior Operations Associate at the firm. In this role, he ensures data integrity and assists in developing best practices. Before joining the firm in 2022, Gordon completed his undergraduate degree in Business Administration with concentrations in Finance and Operations Management from the University of Massachusetts, Lowell. He participated in courses like […]

September 12, 2023