David J. Ferraro, Jr.

David is a Senior Client Advisor at Ballentine Partners. In his work with client families, David enjoys helping clients navigate the complexities of their wealth. In particular, he enjoys identifying and implementing creative, tax-efficient solutions to achieve their financial goals. David contributes to the firm’s thought leadership by keeping colleagues informed of wealth management strategies and recent developments, and writing Wealth Insights on the firm’s behalf.

Prior to joining Ballentine Partners, David was a Financial Advisor with Cambridge Investment Research and an Associate Financial Analyst for Citizens Bank. David is an alumnus of Bryant University where he graduated summa cum laude with a Bachelor of Science in Business Administration. He later went on to receive his MBA with High Distinction from the McCallum Graduate School of Business at Bentley University. David is a CERTIFIED FINANCIAL PLANNER^® practitioner. He regularly volunteers with the Certified Financial Planner Board of Standards as a subject matter expert, writing and reviewing content for certification examinations.

David lives in Holliston, Massachusetts with his wife, Jennifer, and daughter, Lucy. He enjoys traveling and experiencing the unique culture, history, and food of each new destination. He is learning how to golf but has a very long way to go.