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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-11-21 |
| MA | RA | APPROVED | 2019-11-07 |
| NH | RA | APPROVED | 2019-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathstone | Boston | MA | 01/2016 | 11/2018 |
| Ballentine Partners Llc | Waltham | MA | 01/2019 | 01/2025 |
| Ballentine Partners, Llc | Waltham | MA | 01/2025 | Present |
Financial Resources Committee - First Congregational Church Winchester - Serve on finance committee for my church - fiscal responsibility and investment oversight of endowment Advisory Board Member - Evolve Impact - An advisory board for a leadership training consulting company Chair of Investment Committee and Board Member - PM Allen Foundation - Monitor investments and make recommendations to the Board regarding rebalancing, asset class adjustments and fund changes. Fund raise for organization.Ensure the investments follow the IPS and meet quarterly with committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-07 |
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