Leadership Team | Ballentine Partners

Leadership

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

Drew McMorrow, MBA, CFP® President & CEO

Adam Ochlis, CPA, MST Partner & Chief Wealth Advisory Officer

Christopher C. Chandler, CFA, CAIA Partner & Chief Investment Officer

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

J. Barry Tubman, CFA Partner & Chief Operating Officer

Jayson S. DeAngelis, CFP® Partner & Chief Development Officer

Jeff Potter Partner & Chief Financial Officer

Jennifer Christian Murtie, MBA Partner & Head of the High Net Worth Practice

Pete Chiappinelli, CFA, CAIA Chief Investment Officer

Family
Office

Alexys Febonio Wealth Planner

Alexys Febonio Member Page

Andrea C. Dubuc, CFP® Wealth Planner

Andrea C. Dubuc Member Page

Basirat Folami, MBA Wealth Planning Associate

Basirat Folami Member Page

Claudia J. Shilo, MPASsm, CFP®, CPA, PFS Partner Emeritus

Claudia J. Shilo Member Page

Courtney Scott, JD Senior Client Advisor

Courtney Scott Member Page

David J. Ferraro, Jr., CFP® Wealth Planner

David J. Ferraro Member Page

Debra A. Whitney, CFP®, CAP®, AEP®, MS Partner & Senior Client Advisor

Debra A. Whitney Member Page

Diana Cheung, MSF Wealth Planning Associate

Diana Cheung Member Page

Elliot Rotstein, CAP® Partner & Senior Client Advisor

Elliot Rotstein Member Page

Emily Cashman Partner & Senior Client Advisor

Emily Cashman Member Page

Emily P. Dunford, CFP®, CRPC® Senior Client Advisor

Emily P. Dunford Member Page

Erik A. Palmason, CFP® Wealth Planning Associate

Erik A. Palmason Member Page

Heather Long, CFP® Wealth Planning Associate

Heather Long Member Page

Jamar Gopie Wealth Planning Associate

Jamar Gopie Member Page

Jamie Zoldy Wealth Planning Associate

Jamie Zoldy Member Page

Jason Ulrickson, EA Wealth Planning Associate

Jason Ulrickson Member Page

Jennifer M. Eaton, JD Partner & Senior Client Advisor

Jennifer M. Eaton Member Page

John Healy, CFP® Senior Client Advisor

John Healy Member Page

Keenan Henriques, CFP® Wealth Planner

Keenan Henriques Member Page

Lisa Lamb, CFP® Wealth Planner

Lisa Lamb Member Page

Liz Campana, CFP®, CAP® Senior Client Advisor

Liz Campana Member Page

Maggie Sullivan, JD, CFP® Wealth Planner

Maggie Sullivan Member Page

Michelle S. Harrison, MBA Wealth Planner

Michelle S. Harrison Member Page

Natalie Dawson Wealth Planning Associate

Natalie Dawson Member Page

Robert Moffitt Wealth Planning Associate

Robert Moffitt Member Page

Sam Gough, CFP® Senior Client Advisor

Sam Gough Member Page

Sheila C. Lawrence, MALD, CFP®, CAP® Partner & Senior Client Advisor

Sheila C. Lawrence Member Page

Stephen H. Hopkins Partner & Senior Client Advisor

Stephen H. Hopkins Member Page

Taryn M. Dawson Wealth Planning Associate

Taryn M. Dawson Member Page

Tyler Lambert, CFP® Wealth Planner

Tyler Lambert Member Page

Investments

Andrew Hacker, CFA Senior Research Analyst

Andrew Hacker Member Page

Austin M. Poirier, MSFP, CFA Partner & Senior Investment Advisor

Austin M. Poirier Member Page

Ben Daly, MBA, CFA, CAIA, CFP® Senior Investment Advisor

Ben Daly Member Page

Blaine Bensur, MIB, MSF Portfolio Analyst

Blaine Bensur Member Page

Bruce D. Simon, MBA, CFA, CPWA® Partner & Senior Investment Advisor

Bruce D. Simon Member Page

Cal Chicoine Portfolio Manager

Cal Chicoine Member Page

David Hanson, CFA, CAIA, CFP® Research Manager

David Hanson Member Page

Elisa Gruber Lustig, MBA Partner & Director of Private Investing

Elisa Gruber Lustig Member Page

Deborah Royer Impact Analyst

Deborah Royer Member Page

Humberto J. Soares Research Analyst

Humberto J. Soares Member Page

Isaiah Langa, MSF Portfolio Analyst

Isaiah Langa Member Page

Jessica Minty, CFA Senior Investment Advisor

Jessica Minty Member Page

Juan Mejia, MBA, CFP®, CFA, CAIA Quantitative Manager

Juan Mejia Member Page

Julie Pulda, CFA Impact Investment Manager

Julie Pulda Member Page

Kyle J. Schaffer, CFA, FSA Partner & Senior Investment Advisor

Kyle J. Schaffer Member Page

Michael P. Chimento, CFA Senior Research Manager

Michael P. Chimento Member Page

Reid Monk, CFP® Portfolio Manager

Reid Monk Member Page

Ryan Bachur, CFA Senior Portfolio Manager

Ryan Bachur Member Page

Steven Goldman Portfolio Manager

Steven Goldman Member Page

Tim Kobler Portfolio Analyst

Tim Kobler Member Page

Will Braman Partner & Senior Investment Advisor

Will Braman Member Page

Will Tickle, CFA Partner, Senior Investment Advisor, & Director of Impact Investing

Will Tickle Member Page

High
Net Worth

Austen Clark Wealth Advisor Associate

Austen Clark Member Page

Evan Soraci, CFP® Wealth Advisor Associate

Evan Soraci Member Page

Genevieve George, CPA, CFP®, CFE, CDFA® Senior Wealth Advisor

Genevieve George Member Page

Megan Havey Wealth Advisor Associate

Megan Havey Member Page

Jon Lustig, CFP® Wealth Advisor

Jon Lustig Member Page

Michelle H. Soufan, CFP® Senior Wealth Advisor

Michelle H. Soufan Member Page

Robin Dempsey Wealth Advisor Associate

Robin Dempsey Member Page

Ryan R. McManus, CFP® Senior Wealth Advisor

Ryan R. McManus Member Page

Sean A. Edwards, CFP® Senior Wealth Advisor

Sean A. Edwards Member Page

Stacey A. Walsh Senior Client Service Associate

Stacey A. Walsh Member Page

Stephanie Weitzman Senior Client Service Associate

Stephanie Weitzman Member Page

Stephen A. Martone, MSFP, CFP® Partner & Senior Wealth Advisor

Stephen A. Martone Member Page

Suzanne Parry Client Service Associate

Suzanne Parry Member Page

Thomas W. Bullitt, CFA Partner Emeritus

Thomas W. Bullitt Member Page

Todd Hart Client Service Associate

Todd Hart Member Page

Xavier Ross Financial Planning Associate

Xavier Ross Member Page

Functional Leaders

Aaron MacDougall Director of IT

Aaron MacDougall Member Page

Alexa Steriti Carbone, MBA Chief of Staff

Alexa Steriti Carbone Member Page

Brie Elliott, MSHRD, SHRM-SCP, SHRM-CP, PHR, C(k)PF Head of Human Resources

Brie Elliott Member Page

Carly Augeri Marketing Manager

Carly Augeri Member Page

Chris Pawlowski Portfolio Operations & Reporting Supervisor

Chris Pawlowski Member Page

Edie Miller, IACCP® Compliance Manager

Edie Miller Member Page

Kimberly Ayer, MSF, MSA Director of Finance

Kimberly Ayer Member Page

Leor Radbil, MBA Private Investment Operations Manager

Leor Radbil Member Page

Morgan Williams Cash Flow Operations Supervisor

Morgan Williams Member Page

Susan Stevens Client Service Manager

Susan Stevens Member Page

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