Our Thinking » Waltham, MA » Page 4Waltham, MASoosan PhilipSoosan is a Client Service Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets.April 25, 2023Megan HaveyMegan is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets.January 27, 2023Tim KoblerTim is a Portfolio Analyst at Ballentine Partners.September 6, 2022Maggie SullivanMaggie is a Wealth Planner at Ballentine Partners.July 28, 2022Robin DempseyRobin is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets.July 15, 2022Stacey A. WalshStacey is a Senior Client Service Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets.April 19, 2022Leor RadbilLeor is Operations Manager for Private Investments at Ballentine Partners.April 19, 2022Pete ChiappinelliPete is Deputy Chief Investment Officer at Ballentine Partners.February 18, 2022Humberto J. SoaresHumberto is a Research Analyst focusing on private investments.November 16, 2021Jamie ZoldyJamie is a Wealth Planning Associate at the firm.November 5, 2021Ben DalyBen is a Senior Investment Advisor at the firm.November 1, 2021Courtney ScottCourtney Scott is a Senior Client Advisor at the firm.September 15, 2021 Posts pagination Previous 1 … 3 4 5 … 7 Next
Soosan PhilipSoosan is a Client Service Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets.April 25, 2023
Megan HaveyMegan is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets.January 27, 2023
Robin DempseyRobin is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets.July 15, 2022
Stacey A. WalshStacey is a Senior Client Service Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets.April 19, 2022
