Jeff is a Partner and the Executive Chairman at the firm. He joined Ballentine Partners in 2014 as a Senior Client Advisor, working closely with domestic and international families on complex wealth management matters. He became a Partner in 2018 and was appointed Chief Financial Officer in 2021. During his tenure, he played an integral role in the firm’s financial management, capital planning, risk management, investment policy, and broader strategic initiatives. Jeff retired from his day-to-day responsibilities with Ballentine Partners on June 30, 2026, and continues to serve as a consultant through the end of the year.
Prior to Ballentine Partners, Jeff ran a family office start-up consulting firm and was a Partner at a private equity firm, Capital Resource Partners, where he served in both an investment and COO capacity. Prior to working in private equity, Jeff was Vice President of Corporate Development for Reeves Industries, Inc., a family-owned manufacturing company with operations in the United States and Europe. Early in his career, Jeff worked in New York for CS First Boston in their restructuring group advising debtors and creditors and for Chemical Bank as a commercial lending officer executing leveraged loan transactions.
Jeff has an MBA from Yale, with a concentration in Finance, and a BA from Williams College.
Jeff volunteers for several non-profit organizations, many of which have connections to the outdoors and the environment. He enjoys hockey, CrossFit, hiking, art history, and traveling with his wife Jennifer to visit their children.