Ballentine Partners, LLC logo

Ballentine Partners, LLC Employee Directory

Financial ServicesMassachusetts, United States51-200 Employees

Ballentine Partners, LLC operates as an independent multi-family office focused on holistic wealth management for a diverse client base, ranging from individuals with several million in liquid assets to multigenerational families with substantial wealth. The firm emphasizes integrated investment solutions paired with in-depth planning expertise, aiming to support clients in achieving financial goals while also prioritizing human outcomes and legacy planning. Based in Waltham, Massachusetts, Ballentine Partners has established four decades of client-centered guidance, serving families worldwide with objective advice that aligns with clients’ best interests. The company’s activities place it within the financial services sector, offering tailored advisory services that reflect a broad capability set beyond traditional investment management. Recent developments include industry recognitions for workplace excellence, documenting ongoing efforts to foster a strong organizational environment.

Find Ballentine Partners, LLC employees' phone numbers or email addresses

Ballentine Partners, LLC Global Highlights

Location
Employees

North America
165

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  • United States Of America
    165

Ballentine Partners, LLC's Leadership

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    E. E.
    Chief Executive Officer
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    A. S.
    Chief Operating Officer
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    S. H.
    Partner
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    T. B.
    Partner
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    K. M.
    Controller
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    H. D.
    Manager
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    K. E.
    Marketing And Business Development Manager
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    S. N.
    Portfolio Manager
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Ballentine Partners, LLC Employee Metrics

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50%
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2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Business
  • Human Resources
  • Other

Contact profiles from Ballentine Partners, LLC

Name
Title
Contact Info
Location
Last Update
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    E. P. C.
    Wealth Planning Associate
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    Oct 17, 2024
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    E. S.
    Wealth Advisor
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    Oct 23, 2024
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    G. C.
    Wealth Planning Associate
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    Jun 24, 2025
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    H. K.
    Human Resources Specialist
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    Mar 28, 2024
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    J. C.
    Line Cook And Barback
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    Jul 07, 2024
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    J. H.
    Information Technology Systems Administrator
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    Mar 11, 2025
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    N. W.
    Operations
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    Oct 21, 2024
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    W. T.
    Security Analyst
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    Aug 25, 2025
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    Y. Z.
    Investment Analyst
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    Oct 23, 2024

Frequently Asked Questions

What is Ballentine Partners, LLC known for?

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Ballentine Partners, LLC was founded in 1984 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Ballentine Partners, LLC's company overview page for more information.

What is Ballentine Partners, LLC's most common email format?

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Ballentine Partners, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ballentine Partners, LLC email formats with LeadIQ.

How many employees does Ballentine Partners, LLC have currently?

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Ballentine Partners, LLC has approximately 131 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Ballentine Partners, LLC's key employees and leadership?

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As of July 2026, Ballentine Partners, LLC's key employees include:

  • Chief Executive Officer: E. E.
  • Chief Operating Officer: A. S.
  • Partner: S. H.
  • Partner: T. B.
  • Controller: K. M.

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