Wolfeboro, NH

Karen Parton

Karen serves as an Administrative Assistant at Ballentine Partners, bringing a wealth of experience from her previous role as Deputy Town Clerk for 12 years. In this capacity, she provided exemplary administrative support to the residents of Wolfeboro, demonstrating a strong commitment to public service. Passionate about helping others, Karen recently volunteered with Caregivers of […]

October 4, 2024

Jennifer Gaughan Schwartz

Jennifer is an Operations Associate in Private Investments at the firm. She is responsible for executing the private investment process for our clients. She enjoys supporting our clients and client teams internally and working with fund managers and fund administrators externally. Jennifer earned a bachelor’s degree in Economics from Vanderbilt University and a master’s degree […]

February 15, 2024

Jennifer LaPointe

Jen is an Operations Associate at the firm. She is responsible for tracking client funds. She works closely with fund managers and client teams to provide accurate data for client reporting. Prior to joining the firm, Jen was at People’s United Bank. She started her career with the bank as a Teller and worked her […]

January 30, 2024

Renée Nardello

Renée is a Private Investment Operations Associate at the firm. In her role she prepares private investment documents for our clients and provides support to client teams. Renée began her career at Ballentine Partners in 2016 as Client Service Associate before transitioning to her current role in 2022. Prior to joining the firm, Renée worked […]

January 30, 2024

Erin Aikens

Erin is a Senior Client Service Associate at the firm. Prior to joining Ballentine Partners in 2017, Erin was a billing specialist at Madison Resources for almost two years. Before that, she worked for Citizens Bank as a Teller Manager and then as an Assistant Branch Manager for over four years. Erin holds an Associate’s […]

January 30, 2024

Michael Brett

As a Client Service Associate, Michael’s areas of responsibility include account opening/closing, account maintenance, account statements and tax documents, alerts, fund transfers, and web uploads to client portals. Prior to joining the firm in 2021, he worked for Virtus Investment Partners in Harford, CT, as a Treasury Analyst for over two years. Prior to that […]

January 30, 2024

Joanna Fencer

Joanna is a Cash Flow Specialist at the firm. In her role she handles bookkeeping, financial reporting and bill pay for several of our Family Office clients. She began at Ballentine as an Administrative Assistant before joining the Cash Flow team. Prior to joining Ballentine Partners, Joanna owned and operated a successful floral business for […]

January 29, 2024

Beth Robins

Beth is a Cash Flow Specialist at the firm. Beth has worked in accounting, administration, and cash management roles for more than 25 years. Prior to joining the firm in 2016, Beth was the Accounting Manager at Waterville Valley Ski Resort. Before that, she was the Office Manager at RJ Crowley Moving & Storage and […]

January 29, 2024

Shannon Tibbetts

Shannon is skilled at maintaining a balance between professionalism and merriment. Shannon is the Compliance Administrator for the firm. She studied at St. Olaf College and the University of Phoenix with a bachelor’s degree in Business Administration. She earned the Investment Advisor Certified Compliance Professional (IACCP) designation in 2022. Shannon lives in Wolfeboro, NH. She […]

January 29, 2024