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

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

Ballentine Partners, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Business
  • Human Resources
  • Other

Contact profiles from Ballentine Partners, LLC

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

Frequently Asked Questions

What is Ballentine Partners, LLC known for?

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Ballentine Partners, LLC was founded in 1984 and operates in the Financial Services industry. You can contact Ballentine Partners, LLC's 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 FLast@ballentinepartners.com. 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 137 employees as of August 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 August 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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