The Portfolio Management team at Ballentine Partners, LLC is responsible for devising and implementing tailored investment strategies to meet the unique financial needs and goals of their diverse clientele. This includes managing and analyzing client portfolios, conducting quantitative research, evaluating impact investments, and ensuring smooth portfolio operations. By integrating sophisticated investment advice with deep planning expertise, the team focuses on delivering objective, client-centric solutions that align with Ballentine Partnersā commitment to serving clientsā best interests.
Austin Poirier
Director Of Portfolio Manageme...
Cal Chicoine
Senior Portfolio Manager
Chloe Villemure
Portfolio Analyst
Gordon Freeman
Portfolio Operations Associate
Julie Pulda
Senior Impact Investment Manag...
Reid Monk
Portfolio Manager
Ryan Bachur
Senior Portfolio Manager
Stephen Ong
Portfolio Analyst
Steven Goldman
Portfolio Manager
Will Tickle
Portfolio Manager
View all