Our Story
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
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
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