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Wealth Advisory

Cody McCallum

Cody is a Senior Client Advisor at the firm, where he provides comprehensive wealth planning and family office services to ultra-high-net-worth individuals and families. He works closely with clients to simplify the complexities that often accompany significant wealth, helping ensure that all aspects of their financial lives – including liquidity planning, investment management, estate planning, […]

May 1, 2026

Cristina Montero

Cristina Montero is a Wealth Planning Associate at the firm, where she supports the Wealth Planning team in delivering comprehensive planning solutions to clients. Prior to joining Ballentine Partners, Cristina spent over a decade at RA Capital, a Boston-based investment firm focused on evidence-based investing in life sciences—most recently as a Director of TechAtlas, the […]

April 17, 2026

Eric Gregory

Eric is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets. He supports Senior Wealth Advisors and Wealth Advisors with all facets of the financial planning process. While completing his degree at Bentley University, Eric works part-time at the firm and plans […]

February 27, 2026

Allison Robinson

Allison is a Senior Wealth Advisor on the High Net Worth Team, advising individuals and families with $4 million or more in investable assets. She takes a comprehensive, relationship-driven approach to wealth management, working closely with clients to navigate complex financial decisions and align their resources with their long-term objectives. Prior to joining Ballentine Partners, […]

February 20, 2026

Beth Chrysanthis

Beth is a Wealth Planning Associate in our Wealth Advisory practice, helping Family Office clients to advance their long-term planning needs. Prior to joining the firm, she was a Client Relationship Associate at Key Private Bank, where she worked with high-net-worth and ultra-high-net-worth clients across a broad range of wealth management needs. In this role, […]

November 11, 2025

Robert Paone

Rob is a Wealth Advisor and part of the High-Net-Worth team that caters to clients with $4 million or more investment assets. Prior to joining the firm, he worked at Shepherd Financial Partners, where he supported clients with comprehensive financial planning, investment management, and advisory services. He began his career at Brown Brothers Harriman as […]

September 9, 2025

Jack Lucey

Jack is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investment assets. He supports Senior Wealth Advisors and Wealth Advisors with comprehensive financial planning and investment management solutions. Prior to joining the firm, Jack worked at PIMCO where he was a Regional Head […]

July 31, 2025

Rosella Cecil

Rosella is a Wealth Planning Associate within our Wealth Advisory practice. Rosella joined the firm in 2024 as an intern and began a full-time role following her graduation from Fordham University in 2025, where she earned a Bachelor of Science in Finance. During her time at Fordham, she was involved in their Campus Activities Board […]

June 20, 2025

Selma Jusufovic

Selma Jusufovic is a Wealth Planning Associate on the Family Office Team. In her role, she supports Senior Client Advisors and Wealth Planners in all facets of the wealth planning process. Prior to joining Ballentine Partners, Selma was a Senior Trust Administrator at McLane Middleton; before that, Selma was a Teller at TD Bank. Her […]

April 11, 2025

Alisa Foster

Alisa Foster is a Wealth Planning Associate at the firm, where she’s driven by a passion for financial literacy and helping clients align their wealth with their values and goals. Alisa earned a Bachelor of Science in Strategic Communications with a minor in Business from Northern Arizona University and started her career in public relations. […]

April 11, 2025

Suellen Durkin

Suellen is a Senior Client Advisor at Ballentine Partners. She is responsible for all aspects of wealth planning and advisory services, supporting clients and their families in managing their financial lives with thoughtful guidance. With an organized and insightful approach, Suellen provides strategic advice and strives to maintain a high level of service. She finds […]

March 26, 2025

John Brody

John is a Wealth Planner at the firm. He enjoys working with multi-generational client families to navigate the complexities of managing their wealth, helping each client achieve their long-term financial goals, and providing financial education for younger generations. Prior to joining Ballentine Partners, John served as a Senior Category Manager at Wayfair, where he worked […]

January 17, 2025