Stephen Hopkins, CPA

Stephen Hopkins Joins the Ballentine Partners Team

09/15/2016

Stephen Hopkins has joined Ballentine Partners, the independent wealth management firm, as a Shareholder and Senior Client Advisor in our flagship office located in Wolfeboro, New Hampshire.

READ MORE
Bruce D. Simon, CFA, CPWA®

Ballentine Partners Welcomes Back Bruce Simon

06/01/2016

Ballentine Partners is thrilled to welcome Bruce Simon back to the firm, this time in the firm’s Florida office in the role of Managing Director and Director of Portfolio Research.

READ MORE