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.