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.
Janie lives in Foxborough, Massachusetts. After adopting a rescue dog in 2021, Janie has since been passionate about the welfare of animals. During her free time, she enjoys volunteering at the local animal shelter by feeding, walking, and playing with any dogs that are currently in need of care.