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 128 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., 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
168

United States Of America
168

Ballentine Partners, LLC's Leadership

E. E.
Chief Executive Officer
Mobile Phone
Email
S. C.
Chief Compliance And Risk Officer
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
A. S. C.
Partner & Chief Of Staff
Mobile Phone
Email
E. R.
Partner & Senior Client Advisor
Mobile Phone
Email
B. D.
Partner, Senior Investment Advisor
Mobile Phone
Email

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 Info

Location

Last Update

T. B.
Partner & Senior Investment Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 16, 2024
A. P.
Director Of Portfolio Management
Mobile Phone
Email
United StatesMassachusetts
Sep 15, 2025
E. R.
Director Of Technology Initiatives
Mobile Phone
Email
United StatesMassachusetts
Mar 20, 2026
A. M.
Director Of Information Technology
Mobile Phone
Email
United StatesMassachusetts
Mar 24, 2026
J. M. E.
Managing Director & Senior Client Advisor
Mobile Phone
Email
United StatesFlorida
Mar 24, 2026
K. A.
Principal & Director Of Finance
Mobile Phone
Email
United StatesNew Hampshire
Mar 25, 2026
M. C.
Principal And Senior Investment Director
Mobile Phone
Email
United StatesMassachusetts
Jan 23, 2026
K. M.
Controller
Mobile Phone
Email
Mar 24, 2026
W. T.
Portfolio Manager
Mobile Phone
Email
United StatesMassachusetts
Mar 24, 2026
D. H.
Senior Research Manager
Mobile Phone
Email
United StatesMassachusetts
Mar 19, 2026

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 Waltham, Massachusetts 02451 United States; 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 128 employees as of March 2026. These team members are located across 1 continents, including North America.

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

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

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

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