Our Thinking » Waltham, MA » Page 5Waltham, MAPete 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, 2021Lisa LambLisa is a Wealth Planner at Ballentine Partners.July 8, 2021Michelle 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, 2019 Posts pagination Previous 1 … 4 5 6 … 8 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
