Reid Monk, CFP®

Portfolio Analyst
Office: 781-314-1300 | Direct: 781-907-7371

Reid is a Portfolio Analyst at our firm.

Prior to joining Ballentine Partners, Reid worked as a Financial Planning Assistant for Groth & Associates of Ameriprise Financial Services. In that role, Reid assisted the two advisors in his firm by researching investments and wealth planning strategies, and preparing reports for investments, insurance policies, and annuities held in client accounts. In addition, he has experience preparing tax returns for H&R Block and had an internship at TIAA in Investment Marketing while in college. He earned his degree in Finance and Financial Economics from the University of Maine. Reid is a CFP® professional and a Level III CFA® candidate.

Reid is originally from Maine and spends much of his free time in the state. In the summertime, he frequently visits his family’s camp on Schoodic Lake.

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