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The Pacific Bridge Companies, Inc. Logo
The Pacific Bridge Companies, Inc.

Monrovia, California

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Dual, Inc.

Natick, Massachusetts

Ophthalmic Mutual Insurance Company (OMIC) Logo
Ophthalmic Mutual Insurance Company (OMIC)

San Francisco, California


Portland, Oregon

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Adviser Investments

Newton, Massachusetts

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Arbor Wealth

Miramar Beach, Florida

All Campus

Chicago, Illinois

HBKS Wealth Advisors

Pittsburgh, Pennsylvania

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Johnson Glaze

Salem, Oregon

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Coles & Bodoin, LLP

Needham, Massachusetts

Closing Soon! Closing Soon!
Intact Financial Corporation


Closing Soon! Closing Soon!
Johnson, Peterek & Howse LLC

Lombard, Illinois

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The Society of Thoracic Surgeons

Chicago, Illinois

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Maryland Judiciary

Annapolis, Maryland

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Fit Financial Consulting LLC

Wenatchee, Washington


Eugene, Oregon

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NACM Connect

Rolling Meadows, Illinois

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Senior Client Advisor
Ballentine Partners, LLC, is a leading independent investment and wealth management firm headquartered in the Boston area with additional offices in Florida and New Hampshire.  Our client families rely on us to be their most trusted advisor and to manage all aspects of their complex financial lives.  We are a team of over 100 professionals and our firm is known as a wonderful place to work.  Our compensation philosophy and team structure foster a collegial work environment.  We are unusual in the financial services industry in that we believe our employees’ having a balanced life makes them better at their work.  We are proud that Pension & Investments named Ballentine Partners as one of the Best Places to Work in Money Management in multiple years. The Family Office Practice is

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