Resumes
Resumes
Investment Advisor At Ballentine Partners, Llc
View pagePosition:
Investment Advisor at Ballentine Partners, LLC
Location:
Waltham, Massachusetts
Industry:
Investment Management
Work:
Ballentine Partners, LLC - Waltham, MA since Jan 2011
Investment Advisor
Ballentine Partners, LLC - Waltham, MA Jan 2007 - Dec 2010
Investment Analyst
Athena Capital Advisors - Lincoln, MA Jul 2004 - Jan 2007
Senior Analyst
Veritable, LP - Edgemont, PA Mar 2001 - Jun 2004
Portfolio Manager
Veritable, LP - Edgemont, PA Oct 1998 - Mar 2001
Assistant Portfolio Manager
Investment Advisor
Ballentine Partners, LLC - Waltham, MA Jan 2007 - Dec 2010
Investment Analyst
Athena Capital Advisors - Lincoln, MA Jul 2004 - Jan 2007
Senior Analyst
Veritable, LP - Edgemont, PA Mar 2001 - Jun 2004
Portfolio Manager
Veritable, LP - Edgemont, PA Oct 1998 - Mar 2001
Assistant Portfolio Manager
Education:
The George Washington University 1997 - 1998
Master's degree, Finance, General Villanova University 1993 - 1997
Bachelor's degree, Accounting
Master's degree, Finance, General Villanova University 1993 - 1997
Bachelor's degree, Accounting
Skills:
Financial Advisory
Investments
Entrepreneurship
Wealth Management
Portfolio Management
Investments
Entrepreneurship
Wealth Management
Portfolio Management
Certifications:
Chartered Financial Analyst