Waltham, MA

Tyler Lambert

Tyler is a Senior Client Advisor at Ballentine Partners.

November 22, 2016

Ryan R. McManus

Ryan is a Senior Wealth Advisor on the High Net Worth team that caters to clients with $4 million or more in investable assets.

August 2, 2016

David Hanson

David is a Senior Research Analyst at Ballentine Partners.

August 2, 2016

Steven Goldman

Stephen is a Portfolio Manager at Ballentine Partners.

August 2, 2016

Cal Chicoine

Cal Chicoine is an Portfolio Manager at Ballentine Partners.

February 4, 2016

Debra A. Whitney

Deb is a Partner & Senior Client Advisor at Ballentine Partners.

August 19, 2014

Michael P. Chimento

Michael is a Senior Research Manager at Ballentine Partners.

August 13, 2014

Kyle J. Schaffer

Kyle is a Partner & Senior Investment Advisor at Ballentine Partners.

August 13, 2014

Will Tickle

Will is a Partner, Senior Investment Advisor, & Head of Impact Investing at Ballentine Partners.

August 13, 2014

Barry Tubman

Barry is a Partner & Chief Operating Officer at Ballentine Partners.

August 13, 2014

Jeff Potter

Jeff is a Partner & Chief Financial Officer at Ballentine Partners.

August 13, 2014

Adam is a Partner & Senior Client Advisor at the firm. While responsible for multiple areas of wealth management, he has a particular expertise in income tax planning for high net worth individuals. He keeps abreast of tax developments and informs the firm of changes in legislation and implications for the firm’s clients. Before joining […]

August 13, 2014