Our Story

Ballentine Partners LLC traces its roots to Roy Ballentine’s personal experience with wealth management in the aftermath of his father’s death in 1984. 

I grew up in a family business environment. When my father died in the early 1980s, I knew nothing about wealth management. During the estate settlement process, I learned the hard way about the challenges of managing wealth. I found that our family advisors thought in silos, with little or no coordination. They expertly answered the questions we posed, but it was up to us to identify opportunities and problems. There had to be a better way. After the estate was settled, I chose to change careers. I set out to offer a more comprehensive solution. Ballentine Partners is the culmination of that process.

Roy Ballentine
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Leadership

Roy C. Ballentine, ChFC, CFP® Executive Chairman & Founder

Roy is the Executive Chairman and Founder of the firm. Roy dedicates his time to thought leadership, strategic oversight of client engagements, and coaching and training our team members.

Roy graduated from Yale University with a B.A. and an M.S. He is a Chartered Financial Consultant (ChFC) and a CERTIFIED FINANCIAL PLANNER™ practitioner. He has practiced as a fee-only financial advisor since 1984.

Roy has served for many years on the Board of Trustees of Brewster Academy, a private secondary school located in the heart of Wolfeboro, NH. He is currently serving as the Chairman of the Board and a member of the Investment Committee. Roy also serves as a Trustee of the Wolfeboro Area Children’s Center in Wolfeboro, NH. Roy is a member of the statewide Board of Directors of the New Hampshire Charitable Foundation and serves on the Investment Committee.

Roy is an enthusiastic sailor, skier, and mountaineer. He has participated in several first ski descents of mountains above the Arctic Circle and has hiked, skied, and climbed extensively in the western US and Canada. He and his wife Sandy have two children and live in Wolfeboro, NH.

When my father died in the early 1980s, I knew nothing about wealth management. During the estate settlement process I learned the hard way about the challenges of managing wealth, balancing family needs, individual member wishes, good stewardship, and conservation and preservation of wealth in a difficult investment environment. I found that our family advisors thought in silos, with little or no coordination. They expertly answered the questions we posed, but it was up to us to integrate the answers and to identify opportunities or problems. This did not make sense to me. There had to be a better way.

After the estate was settled, I chose to change careers. Convinced that there was a better way to address the demanding requirements of family wealth, I set out to offer a more comprehensive solution. Ballentine Partners is the culmination of that process.

Drew McMorrow, MBA, CFP® President & CEO

Drew is President & CEO of the firm and is responsible for the day-to-day management of the company. He also continues to consult with families on all aspects of their financial lives. In addition to advising on the more traditional areas of wealth management, including investment, estate, insurance, tax and philanthropic planning, Drew leverages his consulting background to help families with their direct ventures and real estate opportunities. He also has a specialized expertise in helping families build and realize a vision for their foundation, integrating its planning with the family’s values, and helping his clients generate a sense of reward and accomplishment from their philanthropy.

Prior to joining the firm in 2002, Drew worked at Mercer Management Consulting, where he advised technology companies on their strategic plans. Earlier in his career, Drew was the Director of Business Operations at Oracle Corporation, where he directed financial and business analysis for procurement and distribution operations. Drew started his career at the Congressional Budget Office as an Analyst in the Tax Analysis Division.

Drew received an MBA from the Haas School of Business at the University of California, Berkeley. He graduated Phi Beta Kappa from Brown University, with dual majors in Economics and International Relations. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Outside of work, Drew is an avid swimmer who enjoys competing in long-distance open water swimming races. As the father of three, Drew volunteers as a director of local softball programs and as a softball and baseball coach for his children’s teams. Drew and his family live in Carlisle, MA.

Will Braman Partner & Chief Investment Officer

Will is a Partner, Senior Investment Advisor, and Chief Investment Officer at the firm. He is responsible for leading the investment team and managing the investment process.

Will has over 35 years of experience in investment management, and more than 25 years in executive leadership roles within asset management companies. Before joining Ballentine, Will was the CEO of the Americas for Fortis Investments until its acquisition by BNP Paribas, where he led a team of 130 professionals in Fortis’ expansion into North and South America. Prior to that, Will served as the Chief Investment Officer for John Hancock Advisers & Funds, where he managed the managers and analysts responsible for more than $30B in assets. Will also spent nearly 20 years with Baring Asset Management, where he rose to the position of CIO in London, after a long tenure as the head of the Boston-based investment team. Will began his career at Bank of Boston as an equity and credit analyst.

Will earned a Bachelor of Arts degree in Economics from Bucknell University where he was active in the student government as Treasurer and in the administration as a member of the Finance Committee.

Will is an avid skier, traveler, and participant at high performance driving events.

Coventry Edwards-Pitt, CFA, CFP® Partner & Chief Wealth Advisory Officer

Covie is a Partner and the Chief Wealth Advisory Officer at Ballentine Partners where she is responsible for thought leadership for the firm, including the development and management of the firm’s family education, family governance, and philanthropic offerings.  Covie also leads several of the firm’s large family client engagements and specializes in helping her clients manage the impact of their wealth and ensure that their wealth management strategy reflects their families’ values and goals.

Covie is the author of the Healthy, Wealthy & Wise collection, a two-book series based on interviews that highlight success stories: the first, Raised Healthy, Wealthy & Wise (2014), focuses on raising children to be grounded and successful adults amid wealth and the second, Aged Healthy, Wealthy & Wise (2017), focuses on designing a vibrant and purposeful later life and legacy.  Covie has spoken widely on the lessons in the books and has been a featured speaker at over 80 events for wealth-owning families and their advisors.  She also consults to individuals about how to implement the books’ best practices in their own lives and within their own families.

Prior to joining the firm in 2004, Covie consulted to financial advisory firms on manager evaluation, investment research, and marketing strategy through her own firm, Chauncy Street Consulting, LLC.  Covie started her career at Goldman Sachs. There she was Chief of Staff of Goldman Sachs’ Global Manager Strategies investment group, where she helped develop systems for manager searches in eleven asset classes. Before serving as Chief of Staff, Covie specialized in evaluating international equity managers in emerging markets.

Covie has been quoted widely, including in The New York Times, The Wall Street Journal, Bloomberg, and Investment News.

A trained opera singer and pianist, Covie is a member of the Women Presidents’ Organization and the Collaboration for Family Flourishing.

 

Anja Saloranta, MBA Partner & Chief Operating Officer

Anja works with the CEO in the management of the company and the development and execution of company strategy. She facilitates company growth, and works with the broader team to meet business targets and ensure high performance standards for the practice. Anja leads our internal strategic planning and is responsible for helping make sure our people have what they need to do their very best work for clients.

Anja has over 15 years of experience in investment management. Prior to joining Ballentine in 2016, she worked at Redstar Ventures, a venture foundry, where she launched and incubated companies in financial services and fintech. Prior to that, Anja was a Director and Portfolio Manager at SCS Financial, where she advised families on all aspects of their financial lives and led the firm’s impact investing practice. Anja started her career in venture capital and private equity, holding investment professional positions at North Atlantic Capital, Capital Resource Partners, and MissionPoint Capital Partners.

Anja received an MBA from Harvard Business School and earned her BS with honors from the University of Maine with dual majors in Business and French.

Anja is a dedicated yoga practitioner and nature lover. She’s active in her community serving as a mentor at Noonan Scholars, and advising startup nonprofits and social enterprises looking to make a difference in the world. Anja and her fiancé live in Belmont, MA with their shaggy dog, Tuuli, and 36 houseplants.

Claudia J. Shilo, MPASsm, CFP®, CPA, PFS Partner & Chief Financial Officer

Claudia is a Partner, Senior Client Advisor, and Chief Financial Officer at the firm. In addition to leading a number of family office engagements, she is responsible for the management and oversight of the financial affairs of the company.

Claudia has a Master of Science in Financial Planning (MSFP) from the College of Financial Planning and a Bachelor of Science in Accounting from LeMoyne College. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Public Accountant who is qualified to use the Personal Financial Specialist designation (CPA/PFS). Claudia also holds a Master Planner Advanced StudiesSM designation (MPASSM) and is a Hoffman-Haas Fellow.

Claudia brings an intimate knowledge of SEC reporting and business systems to her clients, many of whom are CEO’s and executives at public companies. Prior to joining the firm in 2000, Claudia was the Vice President of Finance and Control for two of the largest divisions of Agway, Inc. Prior to that, she owned and managed an accounting practice which serviced individual and corporate clients in the Syracuse, NY area. Claudia started her accounting/auditing career at Coopers & Lybrand in Syracuse, where she worked primarily on audits of large SEC clients.

Claudia serves as Chair on the board Financial Planning Association – Northern New England and as Chair on the board of the Great Waters Music Festival. Claudia is also actively involved a number of other nonprofits, including the New Hampshire Lake Host program which assists local groups dedicated to protecting New Hampshire’s lakes and watersheds.

Team Structure

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Senior Client Advisors

Jayson S. DeAngelis, CFP® Partner, Senior Client Advisor, & Director of Business Development

Jayson is a Partner, Senior Client Advisor, and the Director of Business Development at the firm.

In his role, Jayson leads several of the firm’s largest client engagements and is also responsible for coordinating the business development efforts across the firm. In his work directly with client families, Jayson draws on his experience growing up and working in his own family’s business to help navigate the often complex relationship between family dynamics and the management of wealth.

Prior to joining the firm in 2006, Jayson worked as a Wealth Management Advisor in Merrill Lynch’s Global Private Client group where he built a practice serving over thirty families and focused primarily on the financial planning issues faced by small business owners.

Jayson graduated from George Washington University with a BBA in finance.  He is a CERTIFIED FINANCIAL PLANNER™ practitioner. Jayson is a member of the CFA Institute and the Boston Security Analyst’s Society.

Jayson is a competitive triathlete and an avid skier.  Jayson and his wife, Elena, live in North Reading, MA with their three daughters.

Jennifer M. Eaton, JD Partner & Senior Client Advisor

Jennifer M. Eaton is a Partner and Senior Client Advisor at the firm. In her work with families, Jennifer draws on her extensive legal knowledge and wealth planning skills to assist families to define, articulate and achieve their various planning goals. She also enjoys working directly with families on non-estate and tax planning matters and spends significant time working with next generation family members.

Prior to joining the firm, Jennifer was a Vice President and Senior Family Wealth Advisor with GenSpring Family Offices for more than nine-years where she worked with wealthy families on a range of subjects including the oversight of tax and estate planning issues, philanthropic endeavors, family governance matters, trusteeship, and coordination of the flow of information with outside professionals.

Jennifer is an active member of the Florida Bar and was an estate and tax planning practitioner and Partner at a boutique law firm in Coral Gables, FL until 2006.  In her legal practice, Jennifer worked with high net worth families to identify and solve for her clients’ unique and often complex estate planning and asset transfer goals and objectives.

Jennifer earned her Juris Doctor from the University of Miami School of Law and attended the University of South Carolina where she received a B.S. in Criminal Justice. Jennifer is a founding member of Impact The Palm Beaches and an active member of the Palm Beach and Martin County Estate Planning Councils. Additionally, she is a member of the Elder Law, Real Property, and Probate and Trust Law sections of the Florida Bar.

Stephen H. Hopkins Partner & Senior Client Advisor

Stephen Hopkins is a Partner and Senior Client Advisor at the firm. In his work with families, Stephen draws on his strategic planning skills, investment expertise and hands-on operating experience to help complex multigenerational families and related businesses achieve their goals.

Prior to joining Ballentine Partners in 2016, he was a founder and Vice Chairman of Roundtable Investment Partners. At Roundtable Investment Partners, Stephen served as Chief Operating Officer and Co-Head of the Investment team.

Previously, Stephen was Co-Head, President and Chief Operating Officer of Citigroup Asset Management, a global money management firm with over $400 billion in assets under management. He was a member of Citigroup’s Management Committee. Previously he served as head of Citigroup Private Bank Asset Management Group and led Global Product Management for The Citigroup Private Bank. In 2005, he led the sale of Citigroup Asset Management to Legg Mason, Inc. He subsequently joined Legg Mason, Inc. as a Senior Vice President with responsibility for a number of senior level integration initiatives.

Stephen was formerly Chief Operating Officer for Asset Management Services at JPMorgan. He joined the JPMorgan Private Bank to launch JPMorgan’s largest internet venture, Morgan OnLine, the first private bank/robo advisor on the web. Stephen was instrumental in the creation and development of Goldman Sachs Asset Management as a diversified global money management firm where he wrote the firm’s business plan, helped open offices around the world and served as its Chief Financial Officer. Previously he was a Senior Manager in the Capital Markets Practice, at Arthur Andersen & Co. where he helped found and build the mutual fund industry practice.

Stephen is currently an independent director of Fund Evaluation Group, an institutional investment consulting, portfolio management and research firm, SRL Global, a financial services technology company and the National Philanthropic Trust, a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions.

Stephen graduated from the University of Rhode Island . He and his wife reside in Gilmanton, NH. Stephen is a skilled chef and an expert on fine wines and his wife, Judy, is a very serious gardener.

Sheila C. Lawrence, MALD, CFP®, CAP® Partner & Senior Client Advisor

Sheila is a Partner and Senior Client Advisor at the firm.  A significant portion of Sheila's practice involves estate planning, wealth transfer and investment management with a particular focus on philanthropy, financial education and coaching for the rising generation.  Sheila works closely with each member of a family to ensure continuation of values from one generation to the next.

Prior to joining the firm in 2007, Sheila earned a Master of Arts in Law and Diplomacy (MALD) from The Fletcher School of Law and Diplomacy, concentrating on international business and international trade policy.  She completed an internship in Singapore with the Government of Singapore Investment Corporation, researching emerging market investment risk management.  Prior to that, Sheila worked at Bear Stearns & Co., Inc. in the credit risk management department.  She managed credit risks across the firm's derivatives transactions portfolio, including those for high net worth clients.

Sheila graduated from the University of California at Berkeley, Summa Cum Laude, Phi Beta Kappa, with a B.A. in Economics. Sheila is a CERTIFIED FINANCIAL PLANNER™ practitioner. Sheila is actively involved in the Boston Estate Planning Council, serving as the chair of its Public and Community Outreach Committee. She is past co-chair of the Professional Advisors Network at The Boston Foundation.

Sheila has a life-long background and interest in dance, and is particularly passionate about environmental conservation and sustainable agriculture. She serves on the board of Lexington Community Farm Coalition.  She and her husband, Jason, have two young children and live in Lexington, MA. Sheila speaks Mandarin Chinese.

Stephen A. Martone, MSFP, CFP® Managing Director & Senior Client Advisor

Stephen is a Managing Director, Senior Client Advisor, and the Director of Wealth Advisory Operations at the firm. While responsible for multiple areas of wealth management, a significant portion of his practice is focused on wealth transfer techniques and estate plan structure. Stephen has expertise in cash flow planning and modeling, providing his clients with a holistic view that captures the interaction between investment management and personal spending.

As Director of Wealth Advisory Operations, his primary focus is on optimizing the organizational effectiveness of the wealth advisory practice. This is done through identifying process inefficiencies, thinking creatively to develop a solution, and engaging and motivating staff while providing the leadership throughout implementation. Stephen provides oversight of the wealth advisory staff with supervision and hiring responsibility of the Wealth Planners and Planning Associates.

Stephen is a CERTIFIED FINANCIAL PLANNER™ practitioner. Prior to joining the firm in 2005, Stephen received a Master of Science in Financial Planning (MSFP), with distinction, from McCallum Graduate School of Business at Bentley University and a BS in Finance, Magna Cum Laude, from Bentley University. While at Bentley, he was a member of Beta Gamma Sigma International Honor Society, and was actively involved in community outreach programs.

Stephen resides in the Boston area and during his free time enjoys attending Celtics games with his wife and coaching in a youth basketball league.

Adam Ochlis, CPA, MST Partner, Senior Client Advisor, & Planning Group Chair

Adam is a Partner, Senior Client Advisor, and Planning Group Chair 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 the firm in 2007, Adam was a tax supervisor at Levine, Katz, Nannis & Solomon, P.C., an accounting firm in Needham, MA, where he provided tax planning and compliance, financial statement preparation, and other accounting services to high net worth individuals and privately held companies. Prior to that, he worked at KPMG Consulting (now part of Deloitte), where he helped the United States Department of Defense improve and streamline various finance and accounting processes. Adam also spent nearly 10 years as an economist and policy analyst for the U.S. Departments of Labor and Education.

Adam received a Masters in Taxation from Bentley University, his Certificate in Accounting from the University of Virginia, and a Bachelor of Arts in Economics and Communications from the University of Michigan. He is a Certified Public Accountant (CPA).

Adam is on the Finance Committee of Jewish Family and Children's Service. During his free time, Adam enjoys playing golf and tennis, following New England sports, and planning his family's next vacation. He lives with his wife, Eve, and their two teenagers in Newton, MA.

Jeff Potter Partner & Senior Client Advisor

Jeff is a Partner and Senior Client Advisor at the firm. Prior to joining in 2014, he opened his own consulting firm, Esker Capital, to focus on providing operating and consulting services to businesses in the family office sector. Prior to starting Esker Capital, Jeff was a Partner and Chief Operating Officer at Capital Resource Partners, a private equity firm focused on investing in lower middle market companies.

Prior to Capital Resource Partners, Jeff was Vice President of Corporate Development for Reeves Industries, Inc., a family owned manufacturing company with operations in the United States and Europe. Early in his career, Jeff worked for CS First Boston in their restructuring group advising debtors and creditors and for Chemical Bank as a commercial lending officer executing leveraged loan transactions.

Jeff has an MBA from Yale with a concentration in Finance and a BA from Williams College.

Jeff enjoys hockey, hiking, outdoor activities, art history and traveling. Jeff and his family live in Weston, MA.

J. Barry Tubman, CFA Partner & Senior Client Advisor

Barry is a Partner and Senior Client Advisor at the firm. His work with families spans the full range of issues related to wealth management, including investment strategy, estate planning, philanthropy, as well as the financial education of family members.

Prior to joining the firm in 2006, Barry was a Director with Mercer Management Consulting (now Oliver Wyman), where he provided counsel to senior executives at major corporations and investment firms. His experience included market and company analysis, portfolio planning, investment evaluation and due diligence, M&A, business strategy design, and operational improvement. Previously, Barry was a Senior Research Associate with Greenwich Associates, where he managed financial market studies covering banking and brokerage services in North America and Europe.

Barry received a Master of Management degree, with distinction, from the Kellogg School of Management at Northwestern University. At Kellogg, he completed majors in Finance, Marketing, and Management Strategy. Barry also earned a Bachelor of Arts degree in Economics, with honors, from Princeton University. Barry holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society Boston.

During his free time, Barry has supported admissions interviewing for both Princeton and Kellogg as a member of the Princeton Alumni Schools Committee and the Kellogg Alumni Admissions Organization. He has served as a member of the Professional Advisor Committee for the Foundation for MetroWest. Barry lives in Weston, MA, where he serves on the town's Community Preservation Committee.

Leah M. Warren, CFP® Senior Client Advisor

Leah is a Senior Client Advisor at the firm. She is passionate about helping clients succeed in all parts of their financial lives, and is particularly interested in helping couples and families have healthy and fun dialogue about money and values.

Prior to joining Ballentine in 2013, Leah worked as an Operations and Client Service Associate at Daintree Advisors, working with high net-worth families and supporting a wide array of business operations. Prior to that, Leah was a Financial Planner at Lantern Financial, a planning firm working with young professionals and couples.

Leah graduated from Simmons College, magna cum laude, with a Bachelor of Arts in Economics and Spanish. She studied Financial Planning at Boston University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. She has been a member of the Financial Planning Association since 2009.

Leah currently lives in the Greater Boston area with her husband, Nicolas. In their free time they enjoy outdoor adventures, good food, and travel.

 

Debra A. Whitney, CFP®, CAP®, MS Senior Client Advisor

Deb is a Senior Client Advisor at the firm.  While she is responsible for multiple areas of wealth management, she has a particular focus on assisting multigenerational families in defining and then achieving their goals through wealth transfer planning, philanthropic engagement, and financial education of family members.

Before joining the firm in 2007, Deb held positions in exercise science and coaching.  She was a Physiologist in the National Team Division for USA Swimming where she conducted research and advised National Team coaches and swimmers on the physiology of training and competition.

Deb is actively involved in the Boston Estate Planning Council, serving on the Board of Directors and as the Board Liaison to the Membership Committee and a member of the Budget/Finance Committee.  She is past Chair and Vice Chair of the Boston Estate Planning Council Membership Committee and Women’s Initiative Committee.  She is a current member of the Professional Advisors Network at The Boston Foundation and pursuing her Chartered Advisor in Philanthropy designation.

Deb enjoys running, swimming, gardening, and chasing after her kids.  Deb and her family live in Needham, MA, where she is a Town Meeting Member and actively involved in several local community organizations.

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Senior Investment Advisors

Thomas W. Bullitt, CFP®, CFA Partner & Senior Investment Advisor

Tom Bullitt is a Partner and the Senior Investment Advisor leading the firm's team which caters to clients with $3 million or more of investable assets. The team provides a fully integrated approach to financial planning and investment management. The team also provides clients access to the investment strategy enjoyed by the full range of the firm’s family office clients, scaled to fit their particular circumstances. Comprehensive financial planning guidance is provided by a team with many years of experience and is supported by the robust resources of the firm’s other specialists.

Prior to joining the firm in 2007, Tom worked for seven years as a Portfolio Manager and Investment Advisor for the Bank of New York (which acquired his employer Beacon Fiduciary Advisors).  Prior to that, Tom worked for Adams, Harkness & Hill where he was a member of the Investment Management Division and a Portfolio Manager from 1996-2000.  During his career in the investment business, Tom has focused on providing asset allocation advice and financial planning services for high net worth clients, managing investment portfolios, arranging private placements, and marketing a proprietary hedge fund to accredited investors.  After graduating from college, Tom developed his financial skills during the first seventeen years of his career while working in a variety of corporate lending and management roles at Bank of Boston.

Tom has been quoted in Wall Street Journal online and Financial Planning Magazine.

Tom and his wife live in Brookline, MA and have three grown children. He enjoys his in-laws and most outdoor activities.

Christopher C. Chandler, CFA, CAIA Partner & Senior Investment Advisor

Christopher is a Partner and Senior Investment Advisor at the firm.  As a senior member of the investment team, Chris provides his clients with customized investment advice and recommendations as well as is part of the team that is responsible for asset allocation, manager due diligence, and portfolio construction.

Prior to joining the firm in 2015, Chris had a 10 year career with GenSpring Family Offices, a multi-family office providing wealth management and family office services to ultra-high net worth families.  Most recently, Chris was a member of the executive team with oversight for the quality of the clients’ investment experience and implementation through the GenSpring network of family offices.  He was one of few key decision makers responsible for shaping the firm’s guidance around asset allocation, manager selection, and portfolio construction. Previously, Chris was a Consultant at Hartland & Co, an institutional investment consulting firm to pension plans, endowments and foundations, and an Officer of Mellon Bank working with families.

Chris graduated with a B.S.B.A. from Boston University School of Management and an M.B.A. from Case Western Reserve University's Weatherhead School of Management. He holds designations of CFA charter holder and Chartered Alternative Investment Analyst. Chris is a member of the CFA Institute and the CFA Society of South Florida.

Chris is married with two children and lives in the Palm Beaches.  During his free time, Chris enjoys time with family, fishing, golf, and traveling.

Michael P. Chimento, CFA Managing Director & Senior Research Manager

Michael is a Managing Director and Senior Research Manager at the firm.  He works closely with the Director of Research to manage the investment research team where he oversees the day-to-day activities of the research analysts. Michael is solely responsible for the investment outlook and manager due diligence within fixed income and other yield oriented strategies while maintaining some research responsibilities within private equity. Michael also manages the investment responsibilities related to certain client relationships.

Prior to joining the firm in 2007, Michael worked as a Senior Analyst at Athena Capital Advisors focused primarily on portfolio strategy for high net worth individuals. Michael began his career with Hawthorn, A PNC Advisors Company (now known as Veritable, LP). There, he was a Portfolio Manager for high net worth individuals and foundations. For a portion of time Michael was with Hawthorn, he was responsible for trading equity and fixed income securities.

Michael received his Masters in Finance from The George Washington University and his Bachelors in Accountancy from Villanova University. He earned the right to use the Chartered Financial Analyst (CFA) designation in 2003 and is a member of the CFA Institute and Boston Security Analysts Society.

Michael enjoys traveling and spending time with his family. He resides in the Boston area with his wife and three children.

Jennifer Dowling Dougherty, MS, MBA, CFA Managing Director & Senior Investment Advisor

Jennifer is a Managing Director and Senior Investment Advisor and part of the team that caters to clients with $3 million or more of investment assets. She consults with clients on all aspects of their financial affairs including investment, tax, estate, insurance, philanthropic, college, retirement, debt, and liquidity planning.

Prior to joining Ballentine Partners, Jennifer served as Chief Operating Officer and Principal at U.S. Boston Capital Corporation where she also served high net worth clients.  She also provided leadership to the firm’s investment processes, operational and technology improvements, and private investment management.  Earlier in her career, Jennifer worked as an engineer at AT&T Bell Labs, a consultant at Coopers & Lybrand, a senior administrator at MIT, as most recently as a Managing Director in the Executive Education division at Harvard Business School.

Her career shift to wealth management in 2007 allowed her to combine her financial, consulting, and analytical skills with her passion for organization, continuous improvement, and service toward long-term professional relationships. She finds great joy in helping families and small businesses develop plans that reflect their values and goals.

Jennifer holds an MBA from Harvard Business School, a Masters in Industrial Engineering from the University of Michigan, and a BS magna cum laude from Vanderbilt University. She serves on the Board of Governors for the Harvard Business School Association of Boston and as a Trustee of Permanent Funds for the Winchester Unitarian Society. Previously she served as President of the HBS Women’s Association of Boston, on the Standing Committee of the Winchester Unitarian Society, and on a number of community and non-profit boards.

Jennifer met her husband in her native Miami, Florida where they both shared a life-long interest in tennis.  They have two high-school-aged children.  While they both have relished urban life in the greater-Boston area for nearly three decades, Jennifer always finds true peace near the waters of Biscayne Bay, Florida and Biddeford Pool, Maine, especially since there is almost always a good tennis game nearby.

Austin M. Poirier, MSFP, CFA Partner & Senior Investment Advisor

Austin is a Partner and Senior Investment Advisor at the firm. In addition to his client responsibilities, Austin oversees investments in natural resources, including public and private energy managers. Austin is responsible for formulating the firm's investment strategy, evaluating public and private investment opportunities and monitoring trends within the markets.

Prior to joining the firm in 2006, Austin worked as a Senior Financial Associate at Weston Financial Group where he created financial and investment plans for high net worth clients.

Austin received a Master of Science in Financial Planning (MSFP) from the McCallum School of Business at Bentley University and a Bachelor of Science in Management, Summa Cum Laude, from Bentley University.  Austin holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analyst Society.

Austin resides in the Boston area.  In his free time, he volunteers in the Financial Planning Association’s military pro-bono program, providing financial planning, tax, and investment advice to service members and their families.  Austin is also on the investment committee of the First Baptist Church of Westwood.

Kyle J. Schaffer, CFA, FSA Partner & Senior Investment Advisor

Kyle is a Partner and Senior Investment Advisor at the firm. Kyle is responsible for the firm's manager research effort and leads a team dedicated to the review, implementation, and monitoring of the firm's recommended investment managers across all asset classes.

Prior to joining the firm in 2003, Kyle spent two years in Hamilton, Bermuda working at Ace Tempest Life Re as a Vice President and Risk Officer. His responsibilities included all investment related functions of the company including asset allocation, manager selection, performance monitoring, and equity market exposure hedging. Prior to that, he spent 9 years at John Hancock Life Insurance Company as an investment analyst and later as a portfolio manager within John Hancock's fixed income group.

Kyle graduated from Brown University, Magna Cum Laude, with a BA in Applied Mathematics. He was awarded the Rohne Truel Premium for excellence in Applied Mathematics, an award that honors the top graduating Applied Math student. Kyle is a Fellow of the Society of Actuaries (FSA) and holds the Chartered Financial Analyst (CFA) designation.

Kyle has been quoted in Investment News, CNN Money, and Bloomberg.

Kyle is married with two children and lives in the Boston area. During his free time, Kyle enjoys baseball, watching live music, and collecting wine.

Bruce D. Simon, CFA, CPWA® Partner & Director of Research

Bruce rejoined Ballentine Partners in June 2016 after more than 5 years as Chief Investment Officer of City National Rochdale, LLC, in Los Angeles. City National Rochdale, a wholly owned subsidiary of City National Bank, serves family clients across the United States with a staff of nearly 100 investment professionals. Before moving to Los Angeles, Bruce served as Chief Investment Officer of Ballentine in our Waltham office for three years. Prior to that, Bruce served as Chief Investment Officer for Morgan Stanley Private Wealth Management in New York where he oversaw a team of 70 investment professionals in the US and Asia responsible for managing client portfolios on a discretionary basis. Before his time in New York, Bruce spent eight years with Glenmede Trust in Philadelphia as Chief Investment Officer and Portfolio Manager. In addition to working directly with a number of family clients, Bruce serves on Ballentine’s Investment Management Committee, which is responsible for the oversight of all of the investment activities for the firm.

Bruce received an MBA with a concentration in Applied Economics from George Washington University and a BS degree in Business Administration from Penn State University. Bruce holds the Chartered Financial Analyst (CFA) and the Certified Private Wealth Advisor (CPWA®) designations.

He lives with his wife in Palm Beach Gardens, Florida.

Will Tickle, CFA Partner, Senior Investment Advisor, & Director of Impact Investing

Will is a Partner, Senior Investment Advisor, and the Director of Impact Investing at the firm. He is responsible for market research and evaluating and monitoring public and private investment opportunities for the firm's clients within his focus areas of real estate, timber and social impact investing.

Will graduated from Brandeis University with a Bachelor of Arts in Economics with minors in International Business and Spanish. While in college, Will spent his summers working at the firm and joined the company full time in 2003. Will holds the Chartered Financial Analyst (CFA) designation.

Will lives in Cambridge, MA with his wife and spends much of his free time in the White Mountains of NH, hiking, skiing and biking, where he grew up.

Back to team structure

Investment Advisors

Ryan R. McManus, CFP® Investment Advisor

Ryan is an Investment Advisor and part of the high net worth team that caters to clients with $3 million or more investment assets. He works directly with clients on all aspects of their financial affairs and is particularly interested in helping families transition to new phases of life, guiding them through all the financial hurdles that come.

Prior to joining the firm, he worked as a Financial Planning Intern at New England Private Wealth Advisors where he helped create holistic financial plans for high net worth clients. Prior to that, Ryan interned at UBS, Boston Partners Financial Group and Morgan Stanley.

Ryan graduated Magna Cum Laude from Bentley University with a major in Finance and Economics and a minor in History. While at Bentley, he was inducted into the economics honors society Omicron Delta Epsilon. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and is  currently pursuing his CFA designation.

Ryan lives in Boston, MA and in his free time enjoys golfing, playing various other sports, and spending time with his friends and family.

Jake Northrup, CFP® Investment Advisor

Jake is an Investment Advisor and part of the high net worth team that caters to clients with $3 million or more investment assets. He works directly with clients on all aspects of their financial affairs including investment, tax, estate, retirement, college, business and debt planning.

Prior to joining the firm, he worked at Colman Knight Advisory Group where he conducted investment research and provided financial planning services to high net worth clients. Earlier in his career, Jake held positions in the finance department at Raytheon and the investment operations department at State Street.

Jake graduated Summa Cum Laude from the Isenberg School of Management at the University of Massachusetts Amherst in 2014 with a major in Finance and minor in Economics. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a 2018 CFA Level III Candidate. He is actively involved in the financial planning community as a member of the NexGen committee for the Massachusetts Financial Planning Association where he helps plan and organize events targeted to NexGen financial planners.

Jake lives in Boston, MA with his fiancée, Kaleigh. Jake is an avid New England sports fan and in his free time, enjoys exercising, playing sports, traveling and spending time with his friends and family.

Julia Zhu, MSF, CFA Senior Investment Analyst

Julia is a Senior Investment Analyst at the firm. Her mission is to bring peace and clarity to clients’ financial world. By deeply understanding clients’ values, visions and special situations, Julia utilizes her expertise in investment strategy designing, portfolio management and manager selection to help clients achieve their financial goals. In addition, Julia also incorporates wealth transfer and tax strategies through clients’ investments across multi-generations.

Prior to joining the firm in 2012, Julia was with Wilmington Trust in Boston, where she worked closely with portfolio managers across different aspects of the investment advisory process, including investment research, performance reporting, and investment proposals. Julia also worked in Beijing, China with PricewaterhouseCoopers in M&A Tax Services, where she provided tax due diligence, deal restructuring, and tax planning services to merger and acquisition transactions in diverse industries.

Julia received her Master of Science in Finance from Boston College Carroll Graduate School of Management. She also received a Bachelor's degree in Finance with honor from the University of International Business and Economics. Julia holds the Chartered Financial Analyst designation.

Julia lives in Newton, MA. In her free time, she enjoys traveling, cooking, practicing yoga, and meditation. She has two daughters and would like to travel together with them to at least one national park each year. Julia is fluent in Mandarin Chinese.

Back to team structure

Investment Associates

Cal Chicoine Portfolio Analyst

Cal is a Portfolio Analyst at the firm. Cal works alongside families to optimize their investment portfolios in order to meet their long-term goals. On the research front, Cal is focused on hedge funds and alternative investments.

Prior to joining the firm in 2016, Cal received his Master of Arts in International Economics and Finance from the Brandeis University International Business School. While attending Brandeis, Cal interned for a family financial services company where his primary responsibilities included researching US equities, monitoring clients’ portfolio risk, and back testing unique trading strategies for high growth companies. Cal also volunteered at Brandeis as a Student Consultant for the Massachusetts Department of Transportation – Real Estate Division where he lead a team of students in preparing development plans for real estate holdings next to multiple T-stops along commuter lines.

Cal is a graduate of Ithaca College where he majored in Finance and minored in Economics. As an undergraduate Cal worked for Low Income Housing Corporation where he performed market research.

He is currently a resident of Portsmouth, New Hampshire and is a lifelong New England sports fan. In the summer, he enjoys heading to the beach, playing golf, and cheering on the Red Sox.

Steven Goldman Portfolio Analyst

Steven is an Portfolio Analyst at the firm. Steven's role involves constructing portfolio trading programs, monitoring cash positions and Investment Policy Statement restrictions, executing trades, and assisting in client onboarding.

Prior to joining the firm in 2016, Steven received his degree from Brandeis University. After his junior year at Brandeis, Steven started working at Ballentine Partners as an intern and continued to work throughout his senior year. His responsibilities included building the firm’s Customer Relationship Management system, creating investment manager reports, and analyzing client portfolios.  While at Brandeis, Steven was a member of TAMID Investment Group where he consulted, researched, and analyzed startups with a student team to suggest business strategies to Israeli CEO’s.

Steven currently lives in Marblehead, Massachusetts and enjoys hiking and spending time with friends.

Andrew Hacker Research Analyst

Andrew is a Research Analyst at the firm and is responsible for research coverage of developed equity markets at the firm. His research helps to inform portfolio construction, manager selection and market outlook for the firm.

Andrew joined in 2016 from Brown Brothers Harriman where he worked in Fund Accounting Services, generating net asset values for large mutual funds and resolving issues related to derivatives pricing, capital stock transactions, and manager performance fees.  Previously, Andrew was an associate at PwC in their Risk Assurance practice where he audited investment industry clients’ internal control and regulatory frameworks.

Andrew graduated with a B.A. in Economics from Colorado College, where his senior thesis analyzed incentive structures surrounding public company boards of directors in relation to takeovers and acquisitions. He spent his junior year at the London School of Economics & Political Science studying Finance and Accounting. Andrew passed the CFA level III exam in 2016.

Andrew resides in Boston and spends time golfing, snowboarding and watching F1 racing. He grew up in the mountains of western Colorado and has traveled to over 30 countries.

David Hanson, CFA, CAIA Research Analyst

David is an Research Analyst at the firm.

Prior to joining the firm in 2016, David was a Research Associate at the MBTA Retirement Fund, where he conducted investment research and due diligence across all major asset classes, with an emphasis on private equity and real estate investments.

David earned his B.S. in Management at the Boston College Carroll School of Management. His concentrations included Finance as well as Information Systems and Accounting. David holds the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Association (CAIA) designation. He is a member of the CFA Institute, the Chartered Alternative Investment Association, and the Boston Security Analysts Society.

David lives in Dedham, MA with his wife. He enjoys hiking, skiing, and spending time with family and friends.

Claire Hawkes Investment Advisor Associate

Claire is an Investment Advisor Associate and part of the high net worth team that caters to clients with $3 million or more of investment assets. She primarily supports the Senior Investment Advisors and provides investment management and other financial planning services to clients.

Prior to joining the firm in 2018, Claire received her bachelor’s degree in Business Administration with a focus in Finance from the University of New Hampshire. After her junior year at UNH, Claire began working at Ballentine Partners as an intern on the investment team. She continued her internship throughout her senior year. While at UNH, Claire joined the Atkins Investment Group as a Fixed Income Analyst and served as President of The International Business Honor Society, Beta Gamma Sigma.

Claire currently lives in Brighton, MA. In her free time she enjoys spending time with her friends and family and stays active by dancing, paddle boarding, and playing volleyball with her younger sister.

Juan Mejia, MBA, CFP®, CFA Quantitative Analyst

Juan is a Quantitative Analyst at the firm. In this role he supports all divisions of the firm whenever they require data curated, compiled and analyzed.  Some additional duties include compiling economic data and reports for client meetings, collaborating in the creation of proprietary research, developing and maintaining financial and asset allocation models, and implementing new software applications.  Juan is a member of our blockchain and cryptocurrency taskforce set up to build internal knowledge and educate clients.  He also provides investment support to a limited number of client relationships.

Prior to joining the firm in 2016, Juan worked as a Financial Advisor for a team of Ameriprise Financial advisors for eleven years.  Starting as an intern in 2004 after graduate school, Juan went on to become an integral part of the team working directly with clients to implement comprehensive financial plans and provide investment advice on a wide range of products.

Juan moved from Colombia in 1996 to pursue a BS degree in economics at the Indiana University of Pennsylvania after which he received an MBA from Duquesne University in Pittsburgh, PA with concentrations in finance and IT.  In 2015, he became a Chartered Financial Analyst (CFA) Charterholder and joined the CFA Society of South Florida.  In 2017 he became a CERTIFIED FINANCIAL PLANNER™ practitioner.

Juan and his wife relocated to Florida in 2016 where they enjoy year-round golfing and attending outdoor events around the Palm Beach area.  In his spare time Juan likes to read books on finance and related matters and going to the movies.

Jessica Minty Portfolio Analyst

Jessica is a portfolio analyst at Ballentine Partners. In her role, she supports Senior Investment Advisors in all investment matters, monitors cash positions and Investment Policy Statement restrictions, and assists with client inquiries and onboarding.

Prior to joining the firm, Jessica worked as an analyst at SDK Capital.  In that role, Jessica worked closely with the lead portfolio manager on management of a long-short equity fund, evaluating company fundamentals, determining stock fair value, and making investment recommendations.  Before SDK, Jessica trained with the Olympic Development team ZAP Fitness, ultimately competing in the 2012 Olympic Marathon Trials.  She earned her B.A. in Economics from Colby College where she graduated with honors, and is a three-time NCAA All-American in Cross-Country and Track & Field.

Jessica lives in Concord, MA with her husband, Stephen, and son, Elliot.  In her free time she enjoys spending time with friends and family and running.

Janie Monroe, MSFP Investment Advisor Associate

Janie is an Investment Advisor Associate and part of the high net worth team, assisting clients who have $3 million or more of investment assets. She primarily supports one Senior Investment Advisor, providing investment management and other financial planning services to clients.

Prior to joining the firm in 2017, Janie worked as a Financial Planning Intern at New England Private Wealth Advisors in Wellesley, MA. Prior to that, Janie interned at Financial Planning Solutions in Newton, MA and Datawatch Corporation in Bedford, MA.

Janie earned her Master of Science in Financial Planning (MSFP) from the Bentley University McCallum Graduate School of Business in 2018, and she also earned a Bachelor of Science in Corporate Finance and Accounting and a minor in law from Bentley University in the fall of 2016. She is currently pursuing her CERTIFIED FINANCIAL PLANNER™ designation.

Janie is married and lives in Needham, MA. She enjoys cooking, exercising, and spending time with her family and friends.

Chris Pawlowski Portfolio Management Associate

Chris is a Portfolio Management Associate at the firm on the High Net Worth Team.

Prior to joining the firm, Chris worked as a Financial Planning Intern at Fortis Management Group, where he constructed and monitored net worth reports for high net worth clients to ensure their financial goals were met. He also had internship experiences at Ameriprise Financial as a Financial Planning Intern and at BevSpot as a Data Analyst.

Chris graduated from Bentley University in 2017 with a double major in Finance and Quantitative Perspectives with a concentration in Financial Planning and a minor in Accountancy.  Chris was very active in the Bentley Investment Group during his time there. He is currently a 2018 CFA Level I Candidate.

Chris lives in Lexington, MA, and in his free time enjoys golfing, traveling, and spending time with his family and friends.

 

Julie Pulda Impact Analyst

Prior to joining the firm in 2018, Jules received her Master of Arts in Law and Diplomacy (MALD) at the Fletcher School of International Affairs at Tufts University. While attending Fletcher, Jules interned for Trillium Asset Management and spent her final semester at the Tuck School of Business at Dartmouth College. Her master’s thesis, “The Case for SDG Investing: A Portfolio Building Exercise” focused on integrating the UN Sustainable Development Goals into financial strategies.

Prior to graduate school, Jules lived in Tel Aviv, Israel for six years. She worked with the UN Refugee Agency and the International Organization for Migration on refugee and asylum seeker programming in the Middle East.

She finds great joy in helping families align their social values with impact-focused investment opportunities.

Jules has earned a Master of Arts in Law and Diplomacy (MALD) from the Fletcher School of Law and Diplomacy at Tufts University, and graduated magna cum laude from the University of Massachusetts, Amherst with a Bachelor of Science in Biology, while also being a two-time NCAA Atlantic 10 Champion in Rowing.

Jules loves to travel and spends her free time outdoors. She is fluent in Hebrew.

Back to team structure

Planners

Andrea C. Dubuc, CFP® Wealth Planner

Andrea is a Wealth Planner at the firm. She works with a variety of engagements, from single-member households to multi-generational families.  She also has experience working with engagements and external professionals both domestically and abroad. She particularly enjoys working through models of various scenarios of the impact of life events on one’s balance sheet.

Prior to joining the firm in 2002, Andrea earned a Bachelor of Science Degree in Business Administration from the University of New Hampshire, summa cum laude. There, she placed first in the Paul J. Holloway Business Plan Competition that recognizes top student plans as judged by a panel of business leaders.

A super proud hockey mom, Andrea is the treasurer for the Back Bay Hockey Association. Andrea and her husband and sons live in Wolfeboro, NH. She enjoys reading, gardening, and spending time with her family.

Sam Gough, CFP® Wealth Planner

Sam is a Wealth Planner at the firm. His area of expertise is implementing clients' complex estate planning and investment strategies. Sam serves as a specialized resource for his clients, whose families often have extensive financial infrastructure including multiple family investment and charitable entities.

Prior to joining the firm in 2004, Sam worked for Goldman Sachs as an Analyst in the Global Operations division for Fixed Income where his team was responsible for managing and improving trade flow for Goldman's sales and trading businesses in the mortgage-backed securities markets.

Sam graduated from Tufts University, Magna Cum Laude, with a BA in International Relations. While at Tufts, Sam also earned the Diploma of the International Program in Political and Social Sciences Po in Paris. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Sam is a disciplined recreational runner and has completed several road races, including a marathon and a half-marathon. Sam has also traveled abroad and in the United States and enjoys eating and cooking a wide variety of international cuisines. Sam and his family live in Plymouth, NH.

Michelle S. Harrison, MBA Wealth Planner

Michelle is a Wealth Planner at the firm.

Michelle began her career with State Street and then moved on to Brown Brothers Harriman where she was a Senior Financial Analyst. After a few years at BBH and as a newly minted MBA, Michelle wanted to do more to give back to the community so she took a support role at RefugePoint in Cambridge, which serves the most vulnerable refugees across Africa. Keeping with her passion for service, but desiring a deeper finance role, she decided to get back into financial services by taking a position with a fee-only financial planning firm.

Michelle received her MBA in Finance and BA in Economics and International Relations from Boston University. She is also currently pursuing her CFP® designation through Boston University’s Center for Professional Education. When not sending BU a check, she enjoys spending as much time outside as possible with her husband, daughter, son, and a large extended family.

John Healy, CFP® Wealth Planner

John is a Wealth Planner at the firm.

Prior to joining the firm in 2015, John worked in the Personal & Business Planning Department at Commonwealth Financial Group. During his tenure at CFG, he assisted their advisors in researching and creating different financial strategies for families and closely held businesses.

John graduated from Bentley University in 2011 with a double major in Finance and Ethics & Social Responsibility with a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

John and his wife, Krista, currently reside in Medford. During his free time, he enjoys visiting friends & family and stays active by golfing, snowboarding and playing hockey.

 

Maggie Sullivan, JD, CFP® Wealth Planner

Maggie is a Wealth Planner at the firm.

Prior to joining the firm in 2015, Maggie practiced law as a litigation associate at Campbell Campbell Edwards & Conroy, P.C., where she handled an array of complex civil litigation matters in both state and federal court.  Maggie is a member of the Massachusetts Bar.

Maggie earned her J.D. from Boston College Law School in 2011.  During law school, she was active in the Women’s Law Center and participated in the Civil Litigation Clinic at Boston College Law School’s Legal Assistance Bureau, where she represented indigent clients in social security, family law, and housing matters.  During law school, Maggie also clerked for the FDIC and a boutique estate planning firm in Boston.  She graduated from Boston College’s Carroll School of Management in 2007 with a Bachelor of Science in Management.  Maggie is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Maggie lives in Jamaica Plain with her husband and their English bulldog, Millie.  In her free time, she enjoys cooking, travel, golf, and spending time with family and friends.

Back to team structure

Planning Associates

Taryn M. Dawson Wealth Planning Associate

Taryn is a Wealth Planning Associate at the firm. She assists families in multiple areas of wealth management including estate planning, cash flow management and financial education for next generation family members. She is particularly interested in risk management and serves as an in-house resource for risk related concerns such as data security, identity theft and various types of insurance exposures.

Prior to joining the firm in 2012, Taryn was employed at Lakes Region Water Company, Inc. as Office Manager where she handled all customer billing transactions, state compliance reporting, payroll and benefits coordination, and various administrative duties. While at Lakes Region, Taryn integrated electronic billing and payment functionalities into the company’s existing financial software. She also worked as a Bookkeeper for Northern Woods Tree Service & Excavation Corporation in addition to serving as an Independent Reporting Consultant for small community water systems throughout the State of New Hampshire.

During her time at BU, she resided in Boston’s Kenmore Square with Fenway Park in her backyard. The highlight of her senior year was relishing in the Red Sox’ first World Series win in 86 years.

Taryn lives in Wolfeboro, NH with her family.  During her free time, she enjoys snowmobiling, riding motorcycles, spending time at the beach, and visiting with family and friends.  Taryn hopes to explore her cultural roots in both Greece and Germany in the coming few years.

David J. Ferraro, Jr. Wealth Planning Associate

David is a Wealth Planning Associate at the firm.

Prior to joining Ballentine Partners, David was a Financial Advisor with Cambridge Investment Research where he provided individuals and business owners with comprehensive financial planning services and advised on Defined Contribution plans. Prior to this, he worked as an Associate Financial Analyst for Citizens Bank.

David graduated summa cum laude from Bryant University with a Bachelor of Science in Business Administration concentrating in Financial Services and minoring in Economics. He received the Jack H. Rubens Leadership in Financial Services Commencement Award. During his time at Bryant, David was actively involved in the Archway Investment Fund. He also competed in the National Financial Planning Competition, where his team won 1st place.

Currently, David is enrolled in Bryant University’s Certificate in Financial Planning program and is pursuing the CERTIFIED FINANCIAL PLANNER™ designation.

David lives in the Boston MetroWest region, is a car enthusiast, and in his free time enjoys traveling and spending time with his fiancée, family, and friends.

Ann B. Fisher Wealth Planning Associate

Ann is a Wealth Planning Associate at the firm.

Prior to joining the firm in 2004, Ann was employed by the Supreme Court of the Philippines as a Branch Clerk of Court for one of the Second Level Courts in the Philippine Judiciary.

Educated in the Philippines, Ann graduated Magna Cum Laude with a Bachelor of Arts degree in Economics.  She has completed the CERTIFIED FINANCIAL PLANNER™ Certification Curriculum at The American College of Financial Services.  She also holds a Bachelor’s Degree in Law and is a member of the Philippine Bar.

Ann lives in Wolfeboro, NH with her family.

Tyler Lambert Wealth Planning Associate

Tyler is a Wealth Planning Associate at the firm.

Prior to joining the firm in 2016, Tyler worked at ALDI Food Market as a District Manager. In his role at ALDI, Tyler managed all operations of a four store district where he was responsible for leading more than forty employees. Tyler was responsible for the growth, development and training of all of his employees as well as ensuring adherence to stringent store conditions. Prior to working at ALDI, Tyler also held positions as a Finance Intern at Goedecke & Co., AXA Advisors, and Waste Management.

He graduated Magna Cum Laude from Bentley University with a Bachelor of Science Degree in Finance, and a minor in Mathematical Sciences and Management.

Tyler lives in Hudson, NH. In his free time, he enjoys both watching and playing sports, along with spending time with his family and friends.

Sarah E. Ludden Wealth Planning Associate

Sarah is a Wealth Planning Associate at the firm.

Before joining the firm, Sarah worked at Fiduciary Trust Company where she had been for 8 years, most recently as a Senior Account Administrator, working with two financial advisors on 350 accounts, processing and monitoring the accuracy of asset transactions, creating customized financial reports, and fostering relationships with client families, foundations, and professionals.  Prior to that, she worked for State Street Financial as a Mutual Fund Account Controller and Ameriprise as a Financial Advisor.

Sarah graduated from Northeastern University with a Bachelor’s in Business Administration. She is currently pursuing her CFP® designation through Boston University’s Center for Professional Education.  Sarah is the Chair of the Forte539 Advisory Council for the Boston Center for the Arts and is a member of the Leadership Circle and Steering Committee for the Project Bread Walk for Hunger. She is also a member of the Financial Planners Association of Massachusetts.

Sarah and her husband live in the Greater Boston area, with their Yellow Lab, Honey.  She enjoys an active lifestyle through hiking, yoga and running and also enjoys writing poetry and traveling.

Erik A. Palmason Wealth Planning Associate

Erik is a Wealth Planning Associate at the firm.

Prior to joining Ballentine Partners, Erik worked for the Bank of New York Mellon as a Global Income and Tax Specialist. In Erik’s Asset Servicing role, he processed dividend and interest income and filed tax reclaims for large institutional investors. His efforts focused on Swiss and Danish equities and debt securities.

Erik earned a Bachelor of Arts degree in Political Science from Allegheny College where he was active in service and community outreach. Erik served as Philanthropy Chairman in Phi Kappa Psi. His chapter was formally recognized for Philanthropic achievement, effectively bridging the gap between school and surrounding community by providing upwards of 2,000 hours of service per academic year.

Currently, Erik is pursuing his CERTIFIED FINANCIAL PLANNER™ practitioner designation through Boston University.

Erik is a Finance Committee member for the Congregational Church of Littleton, and spends his free time playing golf, traveling, and boating. He currently resides in Watertown, MA.

Emily P. Samuelson, CFP®, CRPC® Wealth Planning Associate

Prior to joining Ballentine in 2018, Emily worked as a financial advisor with a wealth management team at Merrill Lynch where she focused on developing customized wealth management plans and helping clients achieve their goals and objectives.  There she earned the CERTIFIED FINANICAL PLANNER™ certification and the Chartered Retirement Planning Counselor℠ designation to gain broader knowledge in order to better serve clients.  Before entering the financial services industry, Emily was an ice dancer whose skating career culminated with competing on behalf of the United States of America in two World Championships and, ultimately, the 2010 Winter Olympic Games.

She graduated with highest distinction from the University of Michigan, earning a Bachelor of Arts in International Studies with a concentration in Political Economy and Development.

Emily lives in Back Bay with her fiancé, Alex.   She enjoys travelling - especially internationally - and appreciating the arts, culture, and food of various countries.  In her free time, she can be found reading, volunteering with her church, going on local adventures, and occasionally fooling around on an ice rink.

Akeiva M. Thomas, MSFP Wealth Planning Associate

Akeiva is a Wealth Planning Associate at the firm. Akeiva loves helping people learn to create, build and preserve wealth in a way that allows them to live their best and most fulfilling life. She is particularly interested in wealth psychology, education planning, and special needs planning.

Prior to joining the firm in 2017, Akeiva worked as a Tax Intern with Pricewaterhouse Coopers LLP and as a Finance Intern with Florida Hospital. During her undergraduate career, she worked for several years as a Student Aid in her alma mater’s Student Financial Services office, where she helped students and their families navigate the financial aid and clearance processes. She also served two years as the Financial Vice President for her student government and one year as a project leader for her university’s chapter of Enactus (formerly known as SIFE). As a project leader, she promoted economic empowerment by helping numerous high school students attain crucial career-preparedness skills. During her senior year, she also served as a member of the Governing Board for Washington Adventist Hospital. Akeiva is currently pursuing her CERTIFIED FINANCIAL PLANNER™ designation.

Akeiva earned a Master of Science in Financial Planning (MSFP) from the McCallum Graduate School of Business at Bentley University in 2018. She graduated summa cum laude from Washington Adventist University in April of 2017 with majors in Accounting and Business Administration with an emphasis in Finance. She will be pursuing the CFP designation now that she has earned her MSFP. Akeiva is also a CPA candidate.

Akeiva is a member of the National Association of Personal Financial Advisors (NAPFA) and a Student Affiliate of the American Institute of Certified Public Accountants (AICPA). She is also a member of several national and international academic and leadership honor societies. In her spare time, Akeiva runs a professional services business called Snatch My Career, which helps college students and recent graduates attain gainful employment by improving their resumes, cover letters, and LinkedIn profiles. . She also promotes financial education for young adults through her YouTube channel and brand, The Bemused. Akeiva enjoys listening to music, singing, and traveling.

Morgan Williams Wealth Planning Associate

Morgan is a Wealth Planning Associate at the firm.

Prior to joining the firm in 2009, Morgan worked at Community Bank & Trust Co. in Wolfeboro NH, first as a teller, then loan servicer, and finally as a staff accountant until the bank was bought out by Chittenden Corporation and merged with Ocean Bank in 2008.

Morgan received a Bachelor of Arts Degree in Psychology from Regis College with a concentration in Business Management.

Morgan is a co-founder of Assistance Canine Training Services (A.C.T.S), a non-profit organization that raises and trains service dogs for people with mobility problems. Morgan volunteers as a puppy raiser/trainer for the organization.