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

Learn more about our successful leadership succession plan.

Leadership

Roy Ballentine, CLU, ChFC, CFP® Chairman of the Board, CEO, and Founder

Roy is the Chairman of the Board, Chief Executive Officer, 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 Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and a CERTIFIED FINANCIAL PLANNER™ practitioner. He has practiced as a fee-only financial advisor since 1984. Roy has been named repeatedly by Worth Magazine as one of the top 100 financial advisors in the United States.

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 Treasurer and Chairman of the Finance Committee. Roy serves as a Trustee of the Wolfeboro Area Children’s Center and of Huggins Hospital in Wolfeboro, NH. Roy is a member of the statewide Board of Directors of the New Hampshire Charitable Foundation.

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

Drew is President of the firm. As President, Drew 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. In March of 2009, Drew was recognized by the Family Wealth Alliance as a “40minus Leader of 2009.” Drew has also been named four times to Barron’s Top 100 list of Independent Financial Advisors nationally, which Barron’s calls “America’s best.”

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 Chief Investment Officer

Will is a Managing Director, 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 30 years of experience in investment management, and more than 20 years in executive leadership roles within asset management companies. Most recently, 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 sailor, skier, traveler, and chef, passions shared by his wife and two teenage girls. Will currently serves on the Investment Committee for the Meadowbrook School of Weston and chairs the Parents Committee for the class of 2015 for St. George’s School in Newport, RI.

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

Covie is a Managing Director and the Chief Wealth Advisory Officer at the firm. In her role, Covie is responsible for the management and thought leadership of the firm’s wealth advising practice, ensuring outstanding advice and service across the firm’s 100+ client family relationships. Covie also leads several of the firm’s large family client engagements and manages all aspects of her clients’ financial affairs, including their investment portfolios, tax and estate tax planning, insurance needs, philanthropic planning and liquidity planning. Covie specializes in helping clients navigate intricate family dynamics to develop plans that reflect their family’s values and goals.

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 graduated with an AB from Harvard College. She holds the Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

She has been recognized by REP Magazine, in their January 2013 “40 Under 40″ issue, as their #2 ranked Registered Investment Advisor under 40 in 2012. Additionally, for three consecutive years, 2008-2011 (the last year of the award), she was named one of the “Top 50 Women in Wealth Management” by Wealth Manager/AdvisorOne.com and was recently selected to the Boston Business Journal’s “40 Under 40” list. Covie has been quoted in Dow Jones, Investment News, and The New York Times.

In Coventry’s recently published book, “Raised Healthy, Wealthy & Wise: Lessons from successful inheritors on how they got that way,” she summarizes what works–and what doesn’t–when raising children amid wealth. Interviewing inheritors that went on to lead productive, motivated, and independent lives, she summarizes the key messages and shares what can be learned from these success stories.

Covie serves on the Professional Advisor Committee of the Boston Foundation and on the board of Emmanuel Music. She is also a trained opera singer and pianist.

Claudia Shilo, MPASsm, CFP®, CPA, PFS Chief Financial Officer

Claudia is a Managing Director, Senior Client Advisor, and Chief Financial Officer at the firm. 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 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 holds a Master Planner Advanced StudiesSM designation. Claudia is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the American Institute of CPAs (AICPA), and the New Hampshire Society of CPAs (NHSCPA). In addition, Claudia has spoken at the Women in Leadership Summit on the topic of “You, Inc.,” which encourages women executives to manage their personal financial lives as well as they do their companies. Claudia has also been named to the Barron’s Top 100 list of Independent Financial Advisors nationally 2011-2014, which Barron’s calls “America’s best.” She has also been featured in The Wall Street Journal, New Hampshire Magazine and other professional publications.

Claudia is active in the New Hampshire community. She serves on the Lakes Region Advisory Board of the New Hampshire Charitable Foundation and the board of the Great Waters Music Festival. Claudia is also actively involved in the New Hampshire Lake Host program which assists local groups dedicated to protecting New Hampshire’s lakes and watersheds. She is a competitive water skier (5-time NH State Slalom Champion and 2-time state record holder). Claudia and her husband, Bob, live in Wolfeboro, NH.

Team Structure

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Senior Client Advisors

Nicole Bailey

Nicole is a Senior Client Advisor at the firm.  In her role, she dedicates a great deal of time to comprehensive estate and business planning for public/private company executives and their multi-generational families.  Nicole has a passion for engaging with her clients to understand their values and create financial plans that provide education and guidance to future generations.

Prior to joining the firm in 2011, Nicole was as a Licensed Financial Specialist for Wachovia Bank/Wells Fargo Bank in Florida.  Nicole specialized in financial planning and portfolio analysis for both individuals and small businesses. Earlier in her career, Nicole was also a manager at Enterprise Leasing Company of Orlando, where she established exclusive contracts with NASA and other major corporations and businesses.

Nicole graduated  Cum Laude from Florida State University. She is a member of the New Hampshire Estate Planning Council.

Nicole enjoys backpacking with her husband, Ed, during their many outdoor adventures.  They live in Wolfeboro, NH with their two young children.

Jayson DeAngelis, CFP®

Jayson is a Managing Director and Senior Client Advisor at the firm. A significant portion of Jayson's practice involves estate planning and investment management with a particular focus on the impact of family dynamics and relationships on these and other issues. He seeks to ensure that every recommendation he makes reflects his clients' values around money.

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. Prior to that, he held the position of Executive Vice President and was responsible for all day-to-day operations for his family's Boston-based retail grocery business. Jayson started his financial career as an intern at William C. Smith & Co., a for-profit firm focused on developing home-ownership opportunities for low-income families in the Washington, DC area.

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 avid skier. Jayson and his wife, Elena, live in North Reading, MA with their three daughters.

Sheila Lawrence, MALD, CFP®

Sheila is a Managing Director 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 financial education and coaching for the next generation. Sheila works closely with each member of a family to ensure continuation of money values from one generation to the next.

Sheila is a CERTIFIED FINANCIAL PLANNER™ practitioner. 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 has a life-long background and interest in dance and performing arts. She and her husband, Jason, have two young children and live in the Boston area.  Sheila speaks Mandarin Chinese.

Stephen Martone, MSFP, CFP®

Stephen is a 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 sporting activities and is a coach in a youth basketball league.

Adam Ochlis, CPA, MST

Adam is a 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 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

Jeff is a 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.

Barry Tubman, CFA

Barry is a Managing Director and Senior Client Advisor at the firm. His work with families spans the full range of issues related to wealth management, including investment analysis, estate planning, as well as the financial education and training 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 Boston Security Analysts Society.

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.

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Senior Investment Advisors

Tom Bullitt, CFP®, CFA

Tom Bullitt is a Managing Director 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.

Jennifer Dowling Dougherty, CFA

Jennifer is a 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 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.

Elaine Gillim, CFA

Elaine is a Senior Investment Advisor at the firm. Prior to joining Ballentine Partners, Elaine spent 15 years at Atlantic Trust Company (formerly Pell Rudman and Co.) as a Senior Vice President. She worked with a large group of high net worth clients while also contributing significantly to the firm's investment process and operations.

Prior to her role at Atlantic Trust, Elaine worked as a securities analyst at Fleet Bank. She is a Magna Cum Laude, Phi Beta Kappa graduate of the University of Vermont with a degree in Zoology.

Elaine holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and Boston Security Analysts Society.

Elaine lives in Wellesley, MA with her husband and two teenagers. She enjoys golf, tennis, and yoga. Elaine is also an active participant in various community activities including currently serving on the Board of Directors of Wellesley A Better Chance, a non-profit organization for academically talented women of color from underserved communities.

Greg Peterson, Ph.D., MBA, CFA

Greg is a Senior Investment Advisor at the firm. As Director of Investment Research, Greg is responsible for the firm's macro-economic strategy, asset allocation, and quantitative research.

Prior to joining the firm in 2002, Greg worked at PanAgora Asset Management as a Research Manager. Before that, he was a Vice President at Independence Investment Associates, Inc. He began his investment career as a quantitative investment analyst at Grantham, Mayo and Van Otterloo, LLP. Prior to entering the financial services industry, Greg was an Assistant Professor of Mathematics at East Carolina University after having been a Visiting Assistant Professor of Mathematics at Duke University.

Greg earned an MBA with a concentration in Financial Engineering from the Sloan School of Management at the Massachusetts Institute of Technology. Before that, he earned a Ph.D. in Mathematics from the University of North Carolina at Chapel Hill and a Bachelor's degree with a double major in Mathematics and Philosophy from Kenyon College. He holds the Chartered Financial Analyst (CFA) designation.

Greg has been interviewed on CNBC, Bloomberg TV, Fox Business News, Reuters TV, Business News Network (Canada), and SBC TV (Greece). He has been quoted in the Wall Street Journal, The New York Times, Forbes, Bloomberg, Reuters, ABC News, Market Watch, WSJ.com, SmartMoney, Bloomberg BusinessWeek, Registered Rep, Markets Media, The Chicago Tribune, Agence France Presse (AFP), Die Welt (Germany), Swissinfo (Switzerland), Yomiuri Shimbun (Japan), Sofokleousin.gr (Greece), Gulf Times (Qatar), Cruzerio do Sul (Brazil) and The Indian Express (India).

Greg has been an invited speaker at many conferences such as Bob Veres' 2014 and 2013 Insider Forum, The Boston Security Analysts Society's 2013 Asset Allocation conference, Wealth Management & Family Offices Forum III in Athens, Greece, and the 2011 FOX Wealth Advisor Forum.

Greg enjoys playing ice hockey, studying yoga, and traveling with his family. He lives in Waban, MA with his wife, a research scientist who works in biotechnology. They have 3 children. Greg is fluent in Greek.

Austin Poirier, MSFP, CFA

Austin is a Senior Investment Advisor at the firm. In addition to his client responsibilities, Austin oversees investments in hedge funds and commodities, including public and private energy managers. Within these asset classes, 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, the Boston Security Analyst Society and the Financial Planning Association of Massachusetts.

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 Schaffer, CFA, FSA

Kyle is a Managing Director 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.

William Tickle, CFA

Will is a 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 and spends much of his free time in the White Mountains of NH, hiking, skiing and biking, where he grew up.

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Investment Advisors

Michael Chimento, CFA

Michael is an Investment Advisor at the firm. He is responsible for investment outlook and manager due diligence within the fixed income, private debt, and private equity asset classes. Michael also maintains 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.

Alex Knapp, CFA

Alex is an Investment Advisor at the firm. His research efforts are focused on liquid alternative strategies.

Prior to joining the firm in 2012, Alex worked for Banco Santander/Sovereign Bank in Boston as a Strategic Market Analyst where he researched and analyzed global banking performance. Prior to that, Alex worked for MFS Investment Management in their Advisory Resources Group analyzing mutual funds and for Bedford Lending Corporation where he analyzed and projected future cash flows of commercial real estate.

Alex graduated from Bentley University as a Dean's List recipient with a Bachelor of Science degree in Finance in 2011. While at Bentley, he was the Head Columnist for Bentley's Economics and Finance Society where he interviewed top members of the Federal Reserve and former Presidential Economic Advisors.

Alex holds the Chartered Financial Analyst designation.

Alex lives in Somerville and enjoys most sports and outdoor activities, as well as painting, reading, and playing guitar. Alex speaks German and won a National German Language Studies award from the German government in 2006. Alex is also a mentor in the Big Brothers Big Sisters program.

Samuel Nofzinger, CFA

Samuel is an Investment Advisor at the firm. Samuel's research is primarily focused on the energy sector and quantitative strategies.

Prior to joining the firm in 2009, Samuel interned at a statistical consulting start-up as a quantitative analyst where he co-wrote a white paper on the Qatari currency exchange regime. He also brings experience from academia (organic chemical research) and was a certified emergency medical technician.

Samuel received an A.B. in Economics from Brown University. While at Brown, he was a member of Omicron Delta Epsilon, as well as a recipient of the Karen T. Romer Undergraduate Teaching and Research Award. Samuel was nominated to the Rhode Island Alpha of Phi Beta Kappa as a Junior Initiate. Samuel holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society.

Samuel's passions include investment research and philanthropy. Samuel resides in Cambridge, MA with his lovely wife and enjoys golfing, gardening, and learning to cook.

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Investment Analysts

Katerina Barka, MSF

Katerina is an Investment Analyst at the firm. Her research is focused on global equity strategy with a particular interest in emerging and frontier markets.

Prior to joining the firm in 2011, Katerina was an Investment Research Intern with Twin Focus Capital Partners in Boston where she engaged in economic and investment research, fund manager due diligence as well as drafting research reports, white papers, and commentaries on economic topics with a focus on emerging markets.  She also gained experience as an intern at the Freedom Trust Company of America where she provided assistance in the administration of trusts and estates as well as reviewed compliance matters and provisions regarding distributions.

Katerina received a Bachelor of Science in Economics with a focus on Business Administration from Aristotle University in Greece and graduated from Boston College Carroll Graduate School of Management with a Master of Science in Finance. Katerina has also completed Graduate coursework in International Business at Harvard University.

Katerina currently lives in Boston’s Beacon Hill with her fiancé, who is currently pursuing his graduate studies at Harvard Kennedy School of Government. In her free time she enjoys travelling, cooking, volunteering at the Sts. Constantine & Helen Greek Orthodox Church in Cambridge, MA and advising Greek start-ups on global expansion. Katerina speaks English, Greek and Italian.

Jake Northrup

Jake is an Investment Analyst at the firm.

Prior to joining the firm, he worked as a Wealth Advisory Intern at Colman Knight Advisory Group where he conducted investment research and prepared investment policy statements for high net worth clients. Prior to that, Jake worked at Raytheon as a Finance Intern and also at State Street as a Processing Analyst.

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 has received his Certificate in Financial Planning from Bryant University and plans to sit for the CFP exam within a year.  He is a member of the Financial Planning Association of Massachusetts.

Jake lives in Somerville, MA and in his free time enjoys exercising, playing sports, traveling and spending time with his friends and family.

 

Peter Peng

Peter is an Investment Analyst at the firm.

Before joining the firm in 2014, Peter was a Hedge Fund Accountant at JP Morgan Chase and an Equity Research Intern at Saibus Research. He also worked for State Street as a Private Equity Fund Services Project Administrator and was an Operations & Control Intern at Citigroup in Shanghai.
Peter received a Bachelor’s in Business Administration with a concentration in Finance and Operations Management from the University of Massachusetts. He is pursuing his CFA and is currently a level III Candidate.

Peter currently lives in Boston and enjoys playing poker, basketball, and traveling. He is also enthusiastic about bungee jumping and speaks Cantonese Chinese.

Julia Zhu, MSF, CFA

Julia is an Investment Analyst at the firm. Julia's research is focused on hedge funds and emerging markets.

Prior to joining the firm in 2012, Julia was a Portfolio Management Intern with Wilmington Trust in Boston where she worked closely with portfolio managers and assisted in different aspects of the investment advisory process, including investment research, performance reporting, and investment proposals. Julia also worked in Beijing for PricewaterhouseCoopers as an Associate 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 the Boston area and in her free time, she enjoys traveling, cooking, and practicing yoga. Julia is fluent in Mandarin Chinese.

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Wealth Planners

Andrea Dubuc, CFP®

Andrea is a Wealth Planner at the firm. She is particularly interested in estate planning and specializes in managing large family engagements.

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. She is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Andrea and her husband and sons live in Tuftonboro, NH. She enjoys reading, gardening, and spending time with her family.

Sam Gough, CFP®

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 Harrison, MBA

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.

Jeanne Pochily, CPA, CFP®

Jeanne is a Wealth Planner at the firm. Jeanne's expertise is in implementing wealth transfer strategies and managing the administration of complex trust distributions and family gifting plans. She has developed intricate cash flow models and implemented tax planning strategies for clients during and after change in life events supporting them throughout the challenging process.

Prior to joining the firm in 2000, Jeanne was the Assistant Controller for Pike Industries, Inc. She began her career at American Express IDS Tax and Business Services as a Staff Accountant and gained further experience as a CPA with the firm of R.E. Reed & Company.

Jeanne earned a Master of Science Degree in Finance from Bentley University, a Bachelor of Arts Degree in Accounting from Prescott College, and an Associate of Science Degree in Accounting from New Hampshire College. Jeanne is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ practitioner.

Jeanne lives in New Hampshire's Lakes Region and enjoys outdoor activities and spending time with family and friends.

Valerie Pycko, CFP®

Valerie is a Wealth Planner at the firm. She is particularly interested in cash flow planning and modeling as well as risk management strategies.

Prior to joining the firm in 2007, Valerie earned a BS in Business Administration with a concentration in Finance from the Whittemore School of Business and Economics at the University of New Hampshire, Summa Cum Laude with Honors in Major distinction. While at UNH, she was the treasurer for the Golden Key International Honor Society and a member of Beta Gamma Sigma International Honor Society. Valerie is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Valerie is an active volunteer with the American Cancer Society Relay for Life of Lake Winnipesaukee.  During her free time, Valerie enjoys skiing, yoga, and spending time with family and friends. She lives with her family in Farmington, NH.

Leah Warren, CFP®

Leah is a Wealth Planner 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.

 

Deb Whitney, CFP®

Deb is a Wealth Planner at the firm. She is interested in wealth transfer planning and working on financial literacy with second-generation clients.

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 earned a Masters in Kinesiology and Applied Physiology from the University of Colorado and a Bachelor of Arts in Economics modified with Mathematics from Dartmouth College. Deb is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Deb enjoys biking, running, swimming, and triathlons. She actively fundraises through community events for diabetes and multiple sclerosis. Deb and her family live in Needham, MA.

Back to team structure

Wealth Planning Associates

Taryn Dawson

Taryn is a Wealth Planning Associate at the firm.

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.

Taryn received a Bachelor of Arts Degree in Biology from Boston University. During her time at BU, she resided in Boston’s Kenmore Square with Fenway Park in her backyard. The highlights of her senior year include relishing in the Red Sox’ first World Series win in 86 years and meeting her husband, Jake, on a Carnival cruise ship.

Taryn and her husband live in Ossippee, NH with their adopted dog, T-Dough and their son, Tucker. During her free time, Taryn enjoys snowmobiling, riding motorcycles, spending time at the beach, and visiting with family and friends.  She hopes to explore her cultural roots in both Greece and Germany in the coming few years.

Ann Fisher

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.  Ann also holds a Bachelor’s Degree in Law and is a member of the Philippine Bar.

Ann lives in Wolfeboro, NH with her family.

Sarah Hodge

Sarah is a Wealth Planning Associate at the firm.

Prior to joining the firm in 2014, Sarah worked in the Private Client Group at U.S. Boston Capital.  At U.S. Boston, Sarah was responsible for researching and implementing wealth management strategies for high net worth clients.  Before relocating to the Boston area and embarking on a career in wealth management, she worked in non-profit fundraising and higher education research in North Carolina.

Sarah graduated from The University of North Carolina at Chapel Hill with a double major in Economics and Political Science.  She also holds a Certificate in Financial Planning from Boston University.

Sarah currently lives in Boston and enjoys volunteering with the Junior League of Boston and rooting for her hometown Tar Heels!

Brian Kelleher

Brian is a Wealth Planning Associate at the firm.

Prior to joining the firm in 2014, Brian worked in wealth management for three years at UBS. In his role, he was heavily involved in the prospecting and on-boarding processes for new high-net-worth clients, as well as the financial planning and relationship building processes.

Brian graduated Magna Cum Laude from Bentley University with Bachelor of Science degrees in Corporate Finance & Accounting and Global Perspectives. While at Bentley, Brian was Vice-President of Delta Kappa Epsilon, and planned multiple large scale charitable events that raised thousands of dollars for breast cancer research through the Ellie Fund.  He was also involved in the Bentley Green Society and participated actively to improve sustainability efforts and awareness throughout campus.

Brian currently resides in Brighton, MA and enjoys exercising, traveling, reading, and is an aspiring golfer and snowboarder.

Derek Roberge, MSF

Derek is a Wealth Planning Associate at the firm.

Prior to joining the firm, he worked for Cassedy Financial Group in Tampa, Florida as an Analyst. In his position at CFG he was involved in conducting investment research and creating performance reports for high net worth clients. After relocating to Tampa in 2009 from his New England roots, Derek split his time working and studying to obtain a graduate degree.

Derek graduated from John Sykes School of Business at the University of Tampa with a Master of Science in Finance, where he was a member of the Financial Management Association. He holds a Bachelor of Science in Finance from Plymouth State University where he played a pivotal role in helping to create and launch the B.S. in Finance degree program, becoming the first to graduate from the school with the degree. Derek was also a member of the PSU boxing club.

Derek resides in Somerville and enjoys playing sports, attending music, art, and cultural events around New England.

Morgan Williams

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.