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, CLU, 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 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 the Chairman of the Board and Chair of the Investment Committee. Roy 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. 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 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 and traveler, passions shared by his wife and two daughters. Will currently serves on the Investment Committee for the Meadowbrook School of Weston.

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

Covie is a Partner and the Chief Wealth Advisory Officer at the firm.  In her role, Covie 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 manages all aspects of her clients’ financial affairs, including their investment portfolios, tax and estate planning, insurance needs, philanthropic planning, and liquidity planning.  Covie specializes in helping her clients to manage the impact of their wealth and ensure that their comprehensive wealth management strategy reflects their families’ values and goals.

Covie is also the author of the book “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way,” for which she interviewed inheritors who went on to lead productive, motivated, and independent lives and summarized the key messages that work when raising children amid wealth.  Since the book’s publication in 2014, Covie has been a featured speaker at over 70 events for wealth-owning families and their advisors.  She particularly enjoys sharing the messages and stories from the book and seeing how they inspire families to make changes to put the lessons into practice in their own lives.

Covie has been recognized by Private Asset Management as one of “The 50 Most Influential Women in Private Wealth” in their May 2015 issue.  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 selected to the Boston Business Journal’s “40 Under 40” list in 2011.  Covie has been quoted widely, including in The New York Times, The Wall Street Journal, and Investment News.

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 is also a trained opera singer and pianist and serves on the board of Emmanuel Music in Boston.  She is a member of the Women’s Presidents’ Organization as well as the Collaboration for Family Flourishing, a community of professionals and family members devoted to helping families flourish across multiple generations of wealth.

Anja Saloranta, MBA Chief Operating Officer

Anja is the Chief Operating Officer of the firm.  She works with the CEO in the management of the company and leads strategic initiatives.

Anja has nearly 15 years of experience in investment management.  Prior to joining Ballentine in 2016, she worked at Redstar Ventures, a venture foundry, where she helped the firm launch and incubate one company per year. 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.

Outside of work, Anja is a dedicated yoga practitioner, and nature lover.  She and her fiancé live in Belmont, MA with their shaggy dog, Tuuli.

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.

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).

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 on the board of the 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

Back to team structure

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. Jennifer, along with Christopher C. Chandler, CFA, CAIA, leads the Florida office for the firm. In her work with families, Jennifer draws on her extensive legal knowledge and expertise 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 to better prepare them to be good stewards of their family’s wealth.

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, CPA Shareholder & Senior Client Advisor

Stephen is a Shareholder & Senior Client Advisor at the firm. Prior to joining the firm in 2016, Stephen was the Vice Chairman at Roundtable Investment Partners where he was responsible for delivering strategic advice and planning, investment management, and merchant banking services to some of the firm’s largest and most complex relationships.  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 and served as head of Citigroup’s Private Bank Asset Management Group and led Global Product Management for The Citigroup Private Bank.  In 2005, he led the sale of the Asset Management Division to Legg Mason, Inc. He subsequently joined Legg Mason, Inc. as a Senior Vice President with responsibility for a number of senior level initiatives related to the integration of CAM. Mr. Hopkins was formerly Chief Operating Officer for Asset Management Services at JPMorgan and later joined the Private Bank to launch Morgan’s largest internet venture, Morgan OnLine, the first private bank on the web. He was instrumental in the formation and development of Goldman Sachs Asset Management as a diversified global money management firm where he served as its Chief Financial Officer. Previously he was a Senior Manager in the Capital Markets Practice, at Arthur Andersen & Co.

Stephen served on the Executive Committee and Board of Governors of the Investment Company Institute for over a decade. At Citigroup, he served on the board of CitiStreet, a joint venture of Citigroup and State Street bank, which was the 2nd largest 401(k) administrator in the United States. Stephen is currently on the board of Fund Evaluation Group, an institutional investment consulting, portfolio management and research firm and SRL Global, a financial services technology company. He has extensive leadership and hands-on operating experience.

Stephen graduated from the University of Rhode Island and is a Certified Public Accountant (CPA).

Stephen has a home in Gilmanton, New Hampshire.  He is a skilled chef and an expert on fine wines and his wife, Judy, is a very serious gardener.

Sheila C. Lawrence, MALD, CFP® Managing Director & Senior Client Advisor

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 rising generation.  Sheila works closely with each member of a family to ensure continuation of money 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 and is a current 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 the 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

Adam is a Partner and 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 Managing Director & Senior Client Advisor

Jeff is a Managing Director 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, MS, CFP® Senior Client Advisor

Deb is a Senior Client Advisor at the firm.  She is interested in wealth transfer planning, financial literacy of second-generation clients, and philanthropic advising.

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.  She is an active member of the Boston Estate Planning Council and a vice chair of their Women’s Initiative Committee.

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

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.  Chris, along with Jennifer Eaton, JD, leads the Florida office for 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 Investment Advisor

Michael is a Managing Director and Senior 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.

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 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 R. Gillim, CFA Managing Director & Senior Investment Advisor

Elaine is a Managing Director and 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.

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® Managing Director & Director of Portfolio Research

Bruce is a Managing Director and Director of Portfolio Research at the firm. Bruce rejoined Ballentine Partners in June 2016 as Managing Director and Director of Portfolio Research 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 spent four years with Morgan Stanley Private Wealth Management in New York and eight years with Glenmede 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 fiancée 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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Senior Investment Analysts

Julia Zhu, MSF, CFA Senior Investment Analyst

Julia is a Senior 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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Investment Advisor

Jake Northrup, CFP® Investment Advisor

Jake is an Investment Advisor 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 provided financial planning services to 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 is a CERTIFIED FINANCIAL PLANNER™ practitioner and a 2017 CFA Level II Candidate. He is actively involved in the financial planning community as a member of the NexGen committee for the Massachusetts Financial Planning Association.

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

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Investment Associates

Cal E. Chicoine Investment Analyst

Cal is an Investment Analyst at the firm. Cal’s research 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.

Alex Febonio Investment Analyst

Alex is an Investment Analyst at the Firm.

He graduated from the University of New Hampshire magna cum laude, majoring in Business Administration with a focus in Accounting and Finance, and a minor in Economics.

Prior to joining the firm, Alex interned with EY in the Commercial Assurance practice, R. Thomas Ashley as a Market Analyst, and John Hancock in Long-Term Care. Additionally, Alex was a member of the Atkins Investment Group at the University of New Hampshire where he held the positions of Sector Analyst, Sector Leader, and Vice President of External Affairs. As a member of the group he established the fixed income portfolio focusing on top down macroeconomic analysis.

Alex lives in Boston, MA. He is a car enthusiast who in his free time enjoys hiking in the White Mountain region, wind surfing, and spending time on Lake Winnipesaukee with family and friends.

Steven Goldman Investment Analyst

Steven is an Investment Analyst at the firm.

Prior to joining the firm in 2016, Steven received his Bachelor of Arts in Business 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. He played tennis in high school, and is also an Eagle Scout.

Andrew Hacker Investment Analyst

Andrew is an Investment Analyst at 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 Investment Analyst

David is an Investment 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.

Tyler Malpede Investment Advisor Associate

Tyler is an Investment Advisor Associate at the firm.

Prior to joining Ballentine Partners in 2016, Tyler spent two and a half years as a federal consultant for Deloitte in Washington DC. While at Deloitte, he provided valuation services on behalf of the Department of Interior in support of their ongoing litigation with various Native American tribes.

Tyler graduated from Penn State University in 2014 with a major in finance and concentrations in economics and international business. He is pursuing his CFA and has passed Level III of the CFA Program.

Tyler was born and raised outside of Washington DC and now lives in Boston. He enjoys watching and playing sports in his free time and is an avid DC sports fan.

Ryan R. McManus Investment Advisor Associate

Ryan is an Investment Advisor Associate at the firm.

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 in 2016 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. Ryan is currently pursuing his CERTIFIED FINANCIAL PLANNER™ practitioner designation through the College for Financial Planning.

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

Juan Mejia, CFA, MBA Investment Analyst

Juan is an Investment Analyst at the firm.

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.

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.

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Wealth Planners

Andrea C. Dubuc, CFP® Wealth Planner

Andrea is a Wealth Planner at the firm. She is particularly interested in risk management 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 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.

 

Brian C. Kelleher, CFP® Wealth Planner

Brian is a Wealth Planner at the firm.

Prior to joining the firm in 2014, Brian worked at  UBS Wealth Management. In his role at UBS, he worked with High Net Worth clients primarily in the on-boarding and relationship management processes.

Brian is a CERTIFIED FINANCIAL PLANNER™ practitioner and  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 lives in Brighton, MA and enjoys exercising, traveling, reading, and is an aspiring golfer and snowboarder.

Maggie Sullivan, JD 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 currently pursuing her CFP® designation through the College of Financial Planning.

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.

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Wealth Planning Associates

Giovanna F. Casey, MBA, CFP® Wealth Planning Associate

Giovanna is a Wealth Planning Associate at the firm.

Before joining Ballentine Partners in 2016, Giovanna worked as personal financial advisor and planner at 128 Alliance Financial. She began helping clients reach their financial goals in 2002, inspired by her own experience with a financial planner.  Earlier in her career, she managed complex customized software integration projects for Razorfish (formerly i-Cube), and served as practice management lead. Prior to that, Giovanna was a consultant for the Boston Consulting Group (BCG), where she helped a diverse set of clients with business strategy. She began her career as a consultant for the software company Interleaf, coincidentally in the same building where Ballentine Partners is now.

Giovanna holds an MBA from the Sloan School of Management at the Massachusetts Institute of Technology (MIT), where she focused on strategy and the management of technological change.  As an undergraduate, she also studied at MIT, graduating with two Bachelor of Science degrees in Mathematics and in Cognitive Science. She is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Giovanna and her husband Chris live with their two teenagers in Lexington, MA. She supports her daughter and son in their passions for horseback riding and basketball. When not singing in local community choirs, she enjoys traveling and spending time with her family around the world.

 

Taryn M. Dawson Wealth Planning Associate

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 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.

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.

Christian Stahlman, MSFP Wealth Planning Associate

Christian is a Wealth Planning Associate at the firm.

Prior to joining the firm in 2016, he was a Financial Planning Assistant at New England Private Wealth Advisors in Wellesley, MA where he assisted Senior Client Advisors in preparing client materials ranging from the updating of client’s financials to the preparing of tax summaries.  While in college, he was also an intern at Baystate Financial, Morgan Stanley, and Barclays Wealth in London.

Christian graduated Cum Laude from Bentley University with a Bachelor of Science in Corporate Finance and Accounting and graduated from the McCallum Graduate School of Business with a Master of Science in Financial Planning.  He also received a Certificate in Taxation during his time in the graduate program.

Currently, he is pursuing the CERTIFIED FINANCIAL PLANNER™ practitioner designation and planning to sit for the exam this year. He has been a member of the Financial Planning Association since 2015 and is also a member of NexGen, a community of FPA members focusing on the next generation of financial professionals. He lives in Boston, and in his free time, Christian enjoys golfing, exercising, and playing classical piano.

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.