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Ballentine Partners, LLC

Locations: 230 3rd Ave Fl 6 Waltham, MA 02451, US + (+2 more)

Company Size: 1 - 100

Industry: Financial Services

Company Website

AI Description

drawer
  • Emily Dunford, CFP®,CRPC® profile image

    Senior Client Advisor; 2010 Olympian

  • Maggie Sullivan profile image

    Wealth Planner at Ballentine Partners

  • Skye Henderson profile image

    Wealth Planning Associate at Ballentine Partners, LLC | Studying for Certified Financial Planner certification

  • Julie Pulda, CFA profile image

    Impact Investor at Ballentine Partners

  • Barry Tubman profile image

    Partner & Chief Operating Officer at Ballentine Partners, LLC

  • Roy Ballentine profile image

    Chief Compliance Officer at Ballentine Partners, LLC

  • Stephen Martone, MSFP, CFP® profile image

    Partner & Senior Wealth Advisor at Ballentine Partners, LLC

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