Our Thinking » Waltham, MA » Page 5Waltham, MAMichelle H. SoufanMichelle is a Senior Wealth Advisor on the High Net Worth team that caters to clients with $4 million or more in investable assets.April 26, 2021Elliot RotsteinElliot is a Senior Client Advisor at Ballentine Partners.September 21, 2020Alexa Steriti CarboneAlexa is Chief of Staff at Ballentine Partners.September 17, 2020Sean A. EdwardsSean is a Senior Wealth Advisor on the High Net Worth team that caters to clients with $4 million or more in investable assets.May 11, 2020Elisa Gruber LustigElisa is a Partner & the Head of Private Investments at Ballentine Partners.March 31, 2020Jon LustigJon Lustig is a Senior Wealth Advisor on the High Net Worth team that caters to clients with $4 million or more in investable assets.August 6, 2019Suzanne ParrySuzanne is a Client Service Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets.July 22, 2019Stephanie WeitzmanStephanie is a Senior Client Service Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets.July 22, 2019Reid MonkReid is a Portfolio Analyst at Ballentine Partners.July 22, 2019Keenan HenriquesKeenan is a Wealth Planner at Ballentine Partners.July 22, 2019Evan SoraciEvan is a Wealth Advisor on the High Net Worth team that caters to clients with $4 million or more in investable assets.March 14, 2019Jennifer Christian MurtieJennifer is a Partner & Head of the High Net Worth Practice at Ballentine Partners. The High Net Worth team caters to clients with $4 million or more in investable assets.January 25, 2019 Posts pagination Previous 1 … 4 5 6 7 Next
Michelle H. SoufanMichelle is a Senior Wealth Advisor on the High Net Worth team that caters to clients with $4 million or more in investable assets.April 26, 2021
Sean A. EdwardsSean is a Senior Wealth Advisor on the High Net Worth team that caters to clients with $4 million or more in investable assets.May 11, 2020
Elisa Gruber LustigElisa is a Partner & the Head of Private Investments at Ballentine Partners.March 31, 2020
Jon LustigJon Lustig is a Senior Wealth Advisor on the High Net Worth team that caters to clients with $4 million or more in investable assets.August 6, 2019
Suzanne ParrySuzanne is a Client Service Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets.July 22, 2019
Stephanie WeitzmanStephanie is a Senior Client Service Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets.July 22, 2019
Evan SoraciEvan is a Wealth Advisor on the High Net Worth team that caters to clients with $4 million or more in investable assets.March 14, 2019
Jennifer Christian MurtieJennifer is a Partner & Head of the High Net Worth Practice at Ballentine Partners. The High Net Worth team caters to clients with $4 million or more in investable assets.January 25, 2019
