At a glance
- Potter joined Ballentine in 2014 as a senior client advisor, became a partner in 2018 and was named chief financial officer in 2021.
- Drew McMorrow, Ballentine's president and CEO, said Potter's business experience, understanding of the firm and work with families with complex financial needs made him "exceptionally well suited to lead our Board."
- Ballentine reported $15.3 billion in regulatory assets, 125 employees and 7,401 accounts as of Oct. 17, according to FOD records; the firm was founded in 1984.
Ballentine Partners has named former chief financial officer Jeffrey Potter chairman of its board of managers. Potter retired from day-to-day responsibilities at the Boston multi-family office on June 30, 2026, and remains a consultant through the end of the year, according to an announcement dated Oct. 20.
Potter joined Ballentine in 2014 as a senior client advisor, became a partner in 2018 and was named chief financial officer in 2021. Before Ballentine he worked in private equity, corporate development, investment banking and commercial lending.
Drew McMorrow, Ballentine's president and CEO, said Potter's business experience, understanding of the firm and work with families with complex financial needs made him "exceptionally well suited to lead our Board."
Ballentine reported $15.3 billion in regulatory assets, 125 employees and 7,401 accounts as of Oct. 17, according to FOD records; the firm was founded in 1984. McMorrow remains president and CEO.
Reported by the Governance & Succession desk from PR Newswire. Published . Corrections