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Ballentine Partners

Ballentine Partners Email Formats

Financial ServicesFlag of USWaltham, Massachusetts, United States101-200 Employees

Ballentine Partners Email Formats

Ballentine Partners uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@ballentinepartners.com), used 55.6% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@ballentinepartners.com
56.6%
{first name}{last name}
johndoe@ballentinepartners.com
37.4%
{last name}{last name}
doedoe@ballentinepartners.com
3%
{first initial}{second initial}
jo@ballentinepartners.com
1%

Key Contacts at Ballentine Partners

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Austin Poirier

Director Of Portfolio Management

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Alexys Febonio

Associate Director, The Ballentine Partners Center For Family Well-Being

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Elisa Gruber Lustig

Partner & Director Of Private Investments

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Everton Raymond

Director Of Technology Initiatives

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Aaron Macdougall

Director Of Information Technology

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Jennifer M. Eaton

Managing Director & Senior Client Advisor

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Kim Ayer

Director Of Finance

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Michael Chimento

Principal And Senior Investment Director

Company overview

Headquarters230 3rd Ave Fl 6, Waltham, MA 02451, US
Phone number+17813141300
Website
NAICS52
SIC628
Keywords
Family Office, Wealth Management, Financial Planning, Investment Management, Wealth Planning, Family Education And Financial Counsel, Intergenerational Wealth Transfer Strategies, Family Well-Being
Founded1984
Employees101-200
Socials

About Ballentine Partners

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.

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry
Senior
Manager

Employees by Department

Ballentine Partners has 53 employees across 10 departments.

Departments

Number of employees

Funding Data

Ballentine Partners has never raised funding before.

Ballentine Partners Tech Stack

Discover the technologies and tools that power Ballentine Partners's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Yoast SEO Premium

Yoast SEO Premium

SEO

reCAPTCHA

reCAPTCHA

Security

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Tag Manager

Google Tag Manager

Tag managers

Contact Form 7

Contact Form 7

Form builders

HTTP/3

HTTP/3

Miscellaneous

Open Graph

Open Graph

Miscellaneous

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

core-js

core-js

JavaScript libraries

PWA

PWA

Miscellaneous

Frequently asked questions

Ballentine Partners is located in Waltham, Massachusetts, US.
You can reach Ballentine Partners at +17813141300.
Ballentine Partners was founded in 1984, making it 42 years old. The company has established itself as a significant player in its industry over this time.
Ballentine Partners has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
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most used
tier 1 accuracy

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