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Client Service Team

Samantha M. Berard

Samantha is a Client Service Associate at the firm, where she supports client relationships and helps ensure a high level of service. She is passionate about helping others and brings a collaborative approach and strong dedication to both clients and colleagues. Prior to joining Ballentine Partners in 2026, Samantha spent 10 years as an Operations […]

April 17, 2026

Leeann Maxwell

Leeann is a Client Service Associate on the High Net Worth team, a group specialized in working with clients with over $4 million in investment assets. She has worked in Wealth Management since 2015 in multiple capacities and acquired many industry licenses during that time. She enjoys the operations aspect of the industry the most. […]

January 30, 2024

Jody DiPirro

Jody DiPirro is a Client Service Associate at Ballentine Partners. She joined the firm in 2023 as the Training Specialist with a background in Finance and Learning & Development. She is passionate about creating operational efficiencies and interpersonal connections. Jody graduated from Worcester State University in 2015 with a bachelor’s degree in business administration and […]

January 29, 2024