Experience

Ballentine Partners, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Compliance Manager

  • Oct 2004 - Present

  Certifications: IACCP - Investment Advisor Certified Compliance Professional Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. Our firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families 30 years ago, and we continue to be a thought leader in the field. Our clients require comprehensive, integrated, and objective advice. We scale our services to meet the breadth of our clients’ needs, whether it’s investment management and planning for a family office or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration. Show less