Aidan is a Portfolio Analyst at the firm and supports the Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, he is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries.
Prior to joining Ballentine Partners, Aidan worked as a Middle Office Associate at S&P Global. In this role, he supported investor relations and operations for institutional clients. Aidan graduated Cum Laude from Florida State University with a Bachelor of Science in Finance. During his time at Florida State, he was involved in both the Finance Society and the Real Estate Society and played intramural basketball.
Aidan grew up in Marblehead, Massachusetts and is a longtime Boston sports fan. Outside of work, he enjoys going to the gym, running, playing basketball, and spending time with friends and family.