Waltham, MA

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