Wealth Advisory

Camden Bowdy

Cam is a Wealth Planning Associate at the firm where he provides financial planning support for the Wealth Planning team. Prior to joining the firm, Cam was a Business Development Associate at Boston-based, FINTRX. In his role, he focused on the procurement of new clients within the alternative asset manager space. The information he sold […]

December 10, 2024

Alanna Paiva Robinson

Alanna is a Senior Client Advisor at our firm. With over a decade of experience in wealth management, Alanna is dedicated to providing our clients with integrated multi-generational estate, tax, and philanthropic planning strategies. Prior to joining Ballentine Partners, she worked as a Director in the Private Client Group at SCS Financial Services, where she […]

December 10, 2024

Suzannah Pogue

Suzannah is a Wealth Planning Associate at the firm. Before joining the firm in 2024, Suzannah consulted for start-up businesses and served as General Counsel and EVP Client Development for Knowtion Health (FKA RSource), a firm improving the revenue cycle for healthcare facilities, where she provided business planning and compliance, insurance and benefit issue resolution, […]

September 19, 2024

Elinor Johansson

Elinor is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets. She supports Senior Wealth Advisors and Wealth Advisors with all facets of the financial planning process. Before joining the firm in 2024, Elinor completed a Masters in Finance at Boston College. […]

August 6, 2024

James Pleat

James is a Wealth Planner on the Family Office team. He provides support to the Senior Client Advisors at the firm. Prior to joining Ballentine Partners in 2024, James worked at MSCI as an ESG & Climate Consultant. He assisted asset management and insurance clients with use cases such as ESG integration, carbon footprinting, and […]

July 22, 2024

Illeana Osmena

Illeana is a Wealth Planning Associate at the firm. Prior to joining Ballentine Partners, Illeana was a financial analyst at M3 Family Office. She worked on estate planning, investments, as well as other concierge services. Illeana graduated from Bentley University in 2021, with a Bachelor of Science in Economics and Finance. During her time at […]

May 1, 2024

Janie Monroe

Janie is a Senior Wealth Advisor and part of the High Net Worth team that caters to clients with $4 million or more of investable assets. Janie is passionate about helping individuals and families apply their unique personal and financial objectives, along with their values and beliefs, to their wealth in a thoughtful manner. Janie […]

April 30, 2024

Skye Henderson

Skye is a Wealth Planning Associate who works with families to help them achieve their wealth management goals. Prior to becoming a Wealth Planning Associate, Skye worked as a Cash Flow Specialist for 6 years within the firm. In that role, her primary focus was to manage client payable workflow and record financial transactions to […]

January 25, 2024

Collin MacRae

Collin is a Wealth Planner within our Wealth Advisory practice serving Family Office clients. Prior to joining the firm, Collin was a financial advisor at Boston-based, Keenan Financial. In his role he focused on providing comprehensive financial planning services to a variety of clients, cementing his interest in the planning work he enjoys at Ballentine […]

November 16, 2023

Janet Schwartz

Janet is a Wealth Planner at the firm. She works with a diverse range of clients—from individuals to multi-generational families. Janet is an active member of the firm’s Philanthropy Knowledge Management team and enjoys guiding clients in evaluating their charitable efforts as part of their broader financial planning. Prior to joining the firm, Janet was […]

November 16, 2023

Ivan Caballero

Ivan Caballero is a Wealth Planning Associate at the firm. In his role he provides financial planning support for the Wealth Planning team. Previously, Ivan worked at a small RIA firm in Chicago, Illinois helping the team as a research intern focusing on ETF research. He also interned at a wealth management firm in Johnston, […]

October 20, 2023

Jonathan Radford

Jonathan is a Wealth Planning Associate at Ballentine Partners.

August 2, 2023