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Waltham, MA

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

Jonathan Radford

Jonathan is a Wealth Planning Associate at Ballentine Partners.

August 2, 2023

Chloe Villemure

Chloe is a Portfolio Analyst at Ballentine Partners.

July 12, 2023

Soosan Philip

Soosan 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 Havey

Megan 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

Tim Kobler

Tim is a Portfolio Analyst at Ballentine Partners.

September 6, 2022

Maggie Sullivan

Maggie is a Wealth Planner at Ballentine Partners.

July 28, 2022

Robin Dempsey

Robin 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. Walsh

Stacey 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

Leor Radbil

Leor is Operations Manager for Private Investments at Ballentine Partners.

April 19, 2022

Pete Chiappinelli

Pete is Deputy Chief Investment Officer at Ballentine Partners.

February 18, 2022