Illeana is a Wealth Planning Associate at the firm. Prior to joining Ballentine Partners, Illeana was a financial analyst a M3 Family Office. She worked on estate planning, investments, as well as other concierge services.
Illeana graduated from Bentley University in 2021, with a Bachelor of Science in Economics and Finance. During her time at Bentley University she was involved in TAMID, a consulting program that works with start-up companies. She was also a member of the College Fed Challenge where students compete with other schools by making monetary policy and presenting in front of a panel.
Illeana is from the Philippines and currently resides in Brighton. Outside of work she enjoys hanging out with friends and family, traveling, and watching F1.