Ballentine Partners Names Four New Partners

- Ballentine Partners, founded in 1984, is an independent wealth management firm that has grown from a small consultancy in New Hampshire to a Barron's-ranked multi-family office. As of December 31, 2024, the firm had $12 billion in assets under management and over $26 billion in assets under advisement. - The firm specializes in serving high-net-worth families, with a typical client having between $4 million and $30 million in assets, though their largest clients have a net worth of over $1 billion. They focus on privately-owned wealth and provide services including investment management, financial planning, and estate planning advice. - New partner Alexa Carbone serves as Chief of Staff and a Senior Client Advisor, focusing on the firm's strategic initiatives and operational effectiveness. - Ryan McManus, another new partner, is a Senior Wealth Advisor on the High-Net-Worth team. Before joining Ballentine Partners in 2016, he held positions at New England Private Wealth Advisors, UBS, and Morgan Stanley. - Jessica Minty, a new partner and Senior Investment Advisor, co-manages the firm's investment team. She is a CFA Charterholder and a former equity analyst at SDK Capital. - Courtney Scott, also a new partner, is a Senior Client Advisor specializing in estate planning, wealth transfer, and governance matters. She previously worked as a trusts and estates attorney and Trust Advisor at Choate, Hall & Stewart LLP. - The four promotions increase the number of partners in the firm, which is owned by its senior employees and Perspecta Investments, LLC, reflecting the company's focus on developing internal leadership. - The firm has a history of being recognized as a top workplace, including being named one of the "Best Places to Work in Money Management" by Pension & Investments Magazine.