Alexa Steriti is a Strategic Planning Manager at the firm. In her role she works with the CEO in managing the firm’s strategic planning program to meet short and long-term objectives. She also provides support to Senior Client Advisors and Wealth Planners working with clients to help families achieve their wealth management goals.
Prior to joining Ballentine Partners in 2019, Alexa worked at Brown Brothers Harriman & Co. where she was a Senior Client Services Account Manager in the Exchange Traded Funds business acting as the primary contact for client’s ongoing and long-term initiatives. Also, while at BBH, Alexa was an Investment Tax Analyst where she worked on preparing tax allocations and calculating taxable income for her clients.
Alexa earned a Master’s in Business Administration with a concentration in Finance at Babson College and her Bachelor of Arts in both Economics and Sociology at Union College.
She currently lives in the North End and in her free time she enjoys cooking, reading, fishing, lobstering, hiking and anything summer.