Ballentine Partners, LLC Employee Directory

Q: What is Ballentine Partners, LLC known for?

Ballentine Partners, LLC was founded in 1984. Ballentine Partners, LLC operates in the Financial Services industry.

Q: How many employees does Ballentine Partners, LLC have currently?

Ballentine Partners, LLC has approximately 127 employees.

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

Ballentine Partners, LLC's key employees include: President & Ceo: D. M., Chief Executive Officer: E. E., Chief Compliance And Risk Officer: S. C., Chief Of Staff: A. S. C., Founder & Director, The Center For Family Well-Being: C. E..

Financial ServicesMassachusetts, United States51-200 Employees

As an independent multi-family office, Ballentine Partners’ mission is to help 
families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome.

Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise.

We have delivered client-centric planning and sophisticated investment advice for the past four decades. We are dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.

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

Ballentine Partners, LLC Global Highlights

North America
161

United States Of America
161

Ballentine Partners, LLC's Leadership

E. E.
Chief Executive Officer
Mobile Phone
Email
S. C.
Chief Compliance And Risk Officer
Mobile Phone
Email
A. S. C.
Chief Of Staff
Mobile Phone
Email
D. M.
President & Ceo
Mobile Phone
Email
C. E.
Founder & Director, The Center For Family Well-Being
Mobile Phone
Email
P. C.
Partner & Chief Investment Officer
Mobile Phone
Email
J. P.
Partner & Senior Client Advisor
Mobile Phone
Email
E. R.
Partner & Senior Client Advisor
Mobile Phone
Email

Contact profiles from Ballentine Partners, LLC

Name

Title

Contact Info

Location

Last Update

B. T.
Partner & Chief Operating Officer
Mobile Phone
Email
United StatesMassachusetts
Dec 18, 2025
W. B.
Partner Emeritus (retired)
Mobile Phone
Email
United StatesFlorida
Dec 10, 2025
E. G. L.
Partner & Director Of Private Investments
Mobile Phone
Email
United StatesMassachusetts
Dec 18, 2025
A. O.
Partner And Senior Client Advisor
Mobile Phone
Email
United StatesMassachusetts
Jun 06, 2024
S. C. L.
Partner & Senior Client Advisor
Mobile Phone
Email
United StatesMassachusetts
Mar 12, 2025
S. M.
Partner & Senior Wealth Advisor (high Net Worth)
Mobile Phone
Email
United StatesMassachusetts
Jul 08, 2025
R. B.
Executive Chairman
Mobile Phone
Email
United StatesNew Hampshire
Oct 24, 2024
C. S.
Managing Director And Cfo
Mobile Phone
Email
United StatesNew Hampshire
Oct 04, 2025
E. E.
Chief Executive Officer
Mobile Phone
Email
Oct 18, 2024
S. H.
Partner
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Ballentine Partners, LLC known for?

Ballentine Partners, LLC was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 230 3rd Avenue, Floor 6; you can contact the main corporate office by phone at

+1-781-314-****

. Explore Ballentine Partners, LLC's company overview page for more information.

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

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?

Ballentine Partners, LLC has approximately 127 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Ballentine Partners, LLC's key employees include:

Chief Executive Officer: E. E.
Chief Compliance And Risk Officer: S. C.
Chief Of Staff: A. S. C.
President & Ceo: D. M.
Founder & Director, The Center For Family Well-Being: C. E.

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