Our Thinking » Wealth Advisory » Page 3Wealth AdvisoryJamar GopieJamar is a Wealth Planning Associate at Ballentine Partners.February 23, 2023Megan HaveyMegan is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets.January 27, 2023Maggie SullivanMaggie is a Wealth Planner at Ballentine Partners.July 28, 2022Robin DempseyRobin is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets.July 15, 2022Heather LongHeather is a Wealth Planning Associate who works with families to help them achieve their wealth management goals.November 9, 2021Jamie ZoldyJamie is a Wealth Planning Associate at the firm.November 5, 2021Courtney ScottCourtney Scott is a Senior Client Advisor at the firm.September 15, 2021Lisa LambLisa is a Wealth Planner at Ballentine Partners.July 8, 2021Alexys FebonioAlexys is a Wealth Planning Associate at Ballentine Partners.June 9, 2021Michelle H. SoufanMichelle is a Senior Wealth Advisor on the High Net Worth team that caters to clients with $4 million or more in investable assets.April 26, 2021Elliot RotsteinElliot is a Senior Client Advisor at Ballentine Partners.September 21, 2020Alexa Steriti CarboneAlexa is Chief of Staff at Ballentine Partners.September 17, 2020 Posts pagination Previous 1 2 3 4 5 Next
Megan HaveyMegan is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets.January 27, 2023
Robin DempseyRobin is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets.July 15, 2022
Heather LongHeather is a Wealth Planning Associate who works with families to help them achieve their wealth management goals.November 9, 2021
Michelle H. SoufanMichelle is a Senior Wealth Advisor on the High Net Worth team that caters to clients with $4 million or more in investable assets.April 26, 2021
