Isaiah supports Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, he is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries.
Prior to joining Ballentine Partners in 2021, Isaiah spent two years with Merrimack Valley Financial Services as an Operations Manager. In this role, he acted as head of trade execution, prepared presentation materials for client meetings, assisted with client onboarding, and conducted ad hoc equity and market research. Additionally, Isaiah interned with Cetera Financial Group in the summer of 2019.
Isaiah earned a Bachelor of Science in Business Administration with a concentration in Finance and a Master of Science in Finance from UMass Lowell. Isaiah is a Level II CFA candidate.
Outside of work, Isaiah enjoys researching investments, working out, reading, hiking, and skiing. You can also find him playing basketball, watching football, and spending time with friends and family.