Our Thinking » Investment Team

Investment Team

Josh Perlmutter

Josh is a Portfolio Analyst at the firm and supports the Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, he is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries. Josh joined the firm as an intern in 2025 […]

July 27, 2026

Jack Karasin

Jack is a Portfolio Analyst at the firm and supports the Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, he is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries. Originally from South Florida, Jack graduated with a degree […]

July 27, 2026

Aidan Merriam

Aidan is a Portfolio Analyst at the firm and supports the Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, he is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries. Prior to joining Ballentine Partners, Aidan worked as a […]

May 22, 2026

Cristian Tallarico

Cristian is a Portfolio Analyst at the firm and supports the Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, he is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries. Cristian graduated summa cum laude from Lawrence University with […]

May 22, 2026

Emily Lewis

Emily is a Research Manager at the firm, where she conducts research and due diligence to identify impact investment opportunities across both public and private markets. She is passionate about helping clients align their investments with their values by identifying opportunities that seek to generate strong financial returns alongside meaningful social and environmental impact. Throughout […]

May 21, 2026

Bella Carrozza

Bella is a Portfolio Analyst at the firm and supports the Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, she is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries. Bella graduated Magna Cum Laude from the Providence College […]

August 22, 2025

Stella Henderson

Stella is an Impact Investment Analyst at the firm and works closely with the Impact Investing Team. Stella conducts research and due diligence to identify impact investment opportunities across asset classes in both public and private markets. Stella earned the title of “Double Jumbo” after receiving her Master of International Business (MIB) from the Fletcher […]

February 26, 2025

Nicholas Mehlhorn

Nick is a Portfolio Analyst at the firm and supports the Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, he is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries. Prior to joining the firm in 2024, Nick was […]

January 17, 2025