Ballentine Partners announces Ben Daly as newest partner

We are pleased to announce Brie Elliott, MSHRD, PHR, SHRM-CP, SHRM-SCP as the newest principal to the firm. Brie joined the firm in February 2012 to lead our Human Resources department. Brie’s 22 years of HR experience have been invaluable to the firm and its employees. Please join us in congratulating Brie.

March 10, 2025

We are thrilled to announce Ben Daly, MBA, CFA, CAIA, CFP® as our newest partner. As a Senior Investment Advisor at Ballentine Partners since 2021, Ben’s 16 years of investment experience has been invaluable to the firm. Please join us in congratulating Ben.

March 3, 2025

We are pleased to announce Sam Gough, CFP® as the newest principal to the firm. Sam joined the firm in May 2004 as a Wealth Planner and was promoted to Senior Client Advisor in January 2020. Sam’s 23 years of experience have been invaluable to the firm and its client families. Please join us in congratulating Sam.

January 14, 2025