Jamie ZoldyWealth Planning Associate
Jamie is a Wealth Planning Associate at the firm.
Before joining Ballentine Partners in 2021, Jamie was a Client Service Supervisor in the Global Cash Management Department at Brown Brothers Harriman. She acted as a primary contact for the firm’s institutional clients regarding their long-term and short-term cash management initiatives. Prior to that role, Jamie supported the Global Cash Management Department as a Senior Treasury Compensation Analyst where her primary responsibilities revolved around the firm’s interest and claim programs. Jamie also supported the department as a senior analyst on the Cash Operations team.
Jamie graduated from Simmons College in 2017 with a Bachelor of Science in Business Administration with dual majors in Finance and Economics. While at Simmons, she was a student athlete on the basketball team and served as co-captain during her senior year.
Jamie currently lives in Westborough, MA. In her free time, she enjoys reading, hiking, playing in her co-ed basketball league, following Boston sports, and most importantly, spending time with my family and friends.