Renée is a Private Investment Operations Associate at the firm.  In her role she prepares private investment documents for our clients and provides support to client teams.

Renée began her career at Ballentine Partners in 2016 as Client Service Associate before transitioning to her current role in 2022.  Prior to joining the firm,  Renée worked for Citizens Bank for 13 years, starting as a teller and moving through the ranks to Teller Manager then Senior Personal Banker.  Renée was elected and served as Trustee of Trust Funds for the town of Ossipee, NH for 2 terms.

Renée lives in Wolfeboro, NH with her husband, David; has 3 daughters and 2 grandchildren.  In her free time Renée likes to garden, spend time with family and enjoys home decorating projects.