Cam is a Wealth Planning Associate at the firm where he provides financial planning support for the Wealth Planning team.
Prior to joining the firm, Cam was a Business Development Associate at Boston-based, FINTRX. In his role, he focused on the procurement of new clients within the alternative asset manager space. The information he sold provided coverage on family offices and RIA’s, which piqued his interest in the planning work he enjoys at Ballentine today. Cam graduated from Denison University in 2022 with a Bachelor of Arts in Global Commerce. During his time at Denison, he was a member of the varsity lacrosse team as well as a founding member of the club golf team.
Cam is a native of Columbus, Ohio, and currently resides in South Boston. Outside of work, he enjoys golfing, traveling, long-distance running, and going out to dinner with friends.