Experience

Ballentine Partners, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Senior Investment Advisor

  • Mar 2023 - Present

• Chief Investment Officer

  • Jun 2012 - Mar 2023

  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 over 35 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… Show more 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 over 35 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.



Catalyst Consulting Services

• Principal

  • 2011 - 2012

  Wellesley, MA Strategic, investment and operational management consulting to the wealth management industry.



Fortis Investments

• Investment Management
• 100 - 200 Employee

• CEO - Americas

  • 2003 - 2010

  As CEO for the Americas, rebuilt and led investment teams, business development activity, and support functions in the US, Canada, Brazil, Argentina, and Chile, comprised of 130 FTEs and $25B AUM at year end 2009. Chairman of Cadogan Management, LLC, our fund of hedge funds business acquired in 2006. Member of the Executive Committee responsible for directing the global business. Fortis Investments managed $250B in multiple asset classes across developed and emerging markets for… Show more As CEO for the Americas, rebuilt and led investment teams, business development activity, and support functions in the US, Canada, Brazil, Argentina, and Chile, comprised of 130 FTEs and $25B AUM at year end 2009. Chairman of Cadogan Management, LLC, our fund of hedge funds business acquired in 2006. Member of the Executive Committee responsible for directing the global business. Fortis Investments managed $250B in multiple asset classes across developed and emerging markets for institutional clients and mutual funds. BNP Paribas acquired Fortis in 2010. Show less



John Hancock Advisers & Funds

• Chief Investment Officer

  • 2000 - 2003

  CIO and Executive Committee member responsible for managing 90 PMs and analysts for Boston-based, institutional and mutual fund advisor and distributor with $30B under management.



Barings

• United States
• Financial Services
• 700 & Above Employee

• Chief Investment Officer

  • 1998 - 2000

  London-based CIO and member of Executive Management Committee responsible for investment results of equity and fixed income teams in London, Hong Kong, Tokyo, and Boston. Investment area comprised of more than 100 PMs and analysts managing $50B for global institutional clients and UK mutual funds.

• Head of Investment Team - North America

  • 1989 - 1998

  Head of Boston-based North American equity team of 10, managing $5B in large cap growth mandates for US and international institutional clients, plus UK mutual funds.

• Portfolio Manager / Senior Analyst

  • 1982 - 1989



The Boston Company

• Senior Equity Analyst

  • 1981 - 1982

  Greater Boston Area



Bank of Boston

• Equity & Credit Analyst

  • 1977 - 1981

  Greater Boston Area