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Wealth Advisory

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

Jamar Gopie

Jamar is a Wealth Planning Associate at Ballentine Partners.

February 23, 2023

Megan Havey

Megan 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

Maggie Sullivan

Maggie is a Wealth Planner at Ballentine Partners.

July 28, 2022

Robin Dempsey

Robin 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 Long

Heather is a Wealth Planning Associate who works with families to help them achieve their wealth management goals.

November 9, 2021

Jamie Zoldy

Jamie is a Wealth Planning Associate at the firm.

November 5, 2021

Courtney Scott

Courtney Scott is a Senior Client Advisor at the firm.

September 15, 2021

Lisa Lamb

Lisa is a Wealth Planner at Ballentine Partners.

July 8, 2021

Alexys Febonio

Alexys is a Wealth Planning Associate at Ballentine Partners.

June 9, 2021

Michelle H. Soufan

Michelle 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