Reid is a Portfolio Manager at the firm.
Reid began his career at Ballentine Partners in 2019 as a Wealth Planning Associate before transitioning to his current role in 2021. Prior to joining Ballentine Partners, Reid worked as a Financial Planning Assistant for Groth & Associates of Ameriprise Financial Services. In that role, Reid assisted two advisors at the 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 in Investment Marketing at TIAA while in college.
Reid earned his degree in Finance and Financial Economics from the University of Maine. He is a CFP® practitioner and a Level III CFA® candidate.
Reid lives in the Portland, Maine, area. In the summertime, he frequently visits his hometown of Bangor and his family’s camp on Schoodic Lake. He is an avid sports fan and cribbage player and frequently plays golf or disc golf on the weekends.