other
Ballentine Partners, LLC
WALTHAM, MA
CRD: 152802
In network coverage since October 14, 2026 · 2 stories
$15.3BRegulatory AUMSEC Form ADV · Oct 24
125EmployeesForm ADV
Regulatory AUM · Oct 17 – Oct 24
Network coverage
Governance & Succession
Ballentine Partners names retired CFO Jeffrey Potter as board chairman
Potter retired from day-to-day responsibilities at the Boston multi-family office on June 30 and remains a consultant through the end of the year.