Ballentine Partners Names Four New Partners

- Ballentine Partners, founded in 1984 by Roy Ballentine, is an independent wealth management firm that oversees approximately $12.01 billion in assets as of January 2026. The firm primarily serves high-net-worth families, typically with at least $3.5 million in investable assets. - The firm has been recognized as one of "America's Best Workplaces" in 2026 by Best Companies Group and has been named a "Top 100 RIA Firm" by Barron's for three consecutive years. - New partner Alexa Carbone holds the dual title of Chief of Staff and Senior Client Advisor, where she is involved in the firm's strategic planning and management. She previously worked at Brown Brothers Harriman & Co. and holds an MBA from Babson College. - Ryan McManus, a Senior Wealth Advisor on the High Net Worth team, joined the firm in 2016 after holding positions at New England Private Wealth Advisors, UBS, and Morgan Stanley. He is a graduate of Bentley University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. - Jessica Minty, a Senior Investment Advisor and CFA Charterholder, is responsible for developing and managing client investment strategies. Before her career in finance, she was an Olympic Development team runner and competed in the 2012 Olympic Marathon Trials. - Courtney Scott serves as a Partner and Senior Client Advisor, specializing in estate planning, tax reduction, and wealth-transfer techniques. She earned her Juris Doctor from Boston College Law School and previously worked as a trusts and estates attorney at Choate, Hall & Stewart LLP. - Two of the new partners, Alexa Carbone and Jessica Minty, were recipients of the Family Wealth Alliance Young Professional Award in 2024. - The firm operates on a "fee-only" basis, meaning its revenue comes directly from client fees rather than commissions from third parties. It has offices in Waltham, MA, Rochester and Wolfeboro, NH, and Palm Beach Gardens, FL.