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.

Leadership

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

Drew McMorrow, MBA, CFP® President & CEO

Will Braman Partner & Chief Investment Officer

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

Jennifer Christian Murtie, MBA Head of the High Net Worth Practice & Senior Wealth Advisor

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

Family
Office

Investments

High
Net Worth