BALLENTINE PARTNERS, LLC of WALTHAM, MA is an SEC-registered investment adviser (CRD 152802). Regulatory assets under management: $15.3B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Charities, Investment cos.
Showing 25 of 49 people.
| Name | Role | Location |
|---|---|---|
| Stephen Henry Hopkins | CHAIRMAN, ELECTED MANAGER; ELECTED MANAGER | New York, NY |
| Kyle Judge Schaffer | ELECTED MANAGER; MEMBER AND ELECTED MANAGER | — |
| Andrew John Mcmorrow | PRESIDENT, CEO, ELECTED MANAGER | — |
| Coventry Edwards-Pitt | CHIEF CREATIVE OFFICER | — |
| John Barry Tubman | CHIEF OPERATING OFFICER | — |
| Jayson Stephen Deangelis | CHIEF DEVELOPMENT OFFICER | — |
| Jeffrey Weightman Potter | CFO; CHIEF FINANCIAL OFFICER | — |
| Roy Cooper Ballentine | ELECTED MANAGER | — |
| Jennifer Mcgrath Eaton | ELECTED MANAGER | — |
| Jennifer Christian Murtie | CHIEF WEALTH ADVISORY OFFICER; ELECTED MANAGER | — |
| Laurie Allen Gabriel | ELECTED MANAGER | — |
| Mark Neville Williamson | ELECTED MANAGER | — |
| Christopher C Chandler | CHIEF INVESTMENT OFFICER | — |
| Peter Chiappinelli | CHIEF INVESTMENT OFFICER | — |
| Brian C Ballentine | ELECTED MANAGER | — |
| Sean Thomas Cleary | CHIEF COMPLIANCE OFFICER | — |
| Gabriel Paul Allen | ELECTED MANAGER | — |
| Sean Cleary | CHIEF COMPLIANCE OFFICER | — |
| HOPKINS STEPHEN HENRY | CHAIRMAN, ELECTED MANAGER; ELECTED MANAGER | — |
| BALLENTINE ROY COOPER | CEO, ELECTED MANAGER; CHIEF COMPLIANCE OFFICER; ELECTED MANAGER (+4 more) | — |
| SCHAFFER KYLE JUDGE | CIO; ELECTED MANAGER; MEMBER AND ELECTED MANAGER (+1 more) | — |
| SIMON MARC DAVID | CIO | — |
| BRAMAN WILLIAM LAWRENCE | CHIEF INVESTMENT OFFICER; CIO | — |
| MEISTER PAUL | ELECTED MANAGER; OWNER | — |
| BAKER WILLIAM THOMAS | ELECTED MANAGER; MANAGER | — |