Janie is a Wealth Advisor and part of the High Net Worth team that caters to clients with $4 million or more of investable assets. Janie is passionate about helping individuals and families apply their unique personal and financial objectives, along with their values and beliefs, to their wealth in a thoughtful manner.
Janie rejoined Ballentine Partners in April 2024 after working for the firm previously from 2017 to 2018. Before rejoining the firm, Janie served as an advisor to high net worth clients at several registered investment advisors and multifamily offices in the New England area. Janie earned her Master of Science in Financial Planning from the McCallum School of Business at Bentley University after completing her Bachelor of Science in Corporate Finance and Accounting at Bentley University. Janie is a CERTIFIED FINANCIAL PLANNER® practitioner and holds the Chartered Financial Analyst (CFA) designation.
Outside of work, Janie is passionate about volunteering, leveraging her skills to support nonprofit organizations, and exploring opportunities to make a meaningful impact in her community. Janie is an Adjunct Professor of Finance at Bentley University and is dedicated to educating the next generation of professionals.