Chloe 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, she is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries.
Chloe graduated Summa Cum Laude from the Peter T. Paul College of Business and Economics at the University of New Hampshire before joining Ballentine Partners in 2023. She received a Bachelor of Science in Business Administration with concentrations in Finance and Information Systems & Business Analytics. She was also part of the Paul Scholar Program, a cohort of the top 40 students in the business school. While at UNH, Chloe was the President of the Atkins Investment Group, a student-managed investment fund with approximately $400,000 of assets under management. She also competitively powerlifted on the club team, Wildcat Powerlifting.
Chloe grew up in Manchester, NH, where she currently resides. She holds a real estate license and is working towards her personal training certificate as well. In her free time, she enjoys lifting, cooking, playing pickleball, collecting houseplants, riding her moped, and spending time outdoors with friends and family.