Roy Ballentine

Roy Ballentine

Formal First Name
Roy
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Roy Ballentine is the Founder and CEO of Ballentine Partners, a client-centric investment and wealth management firm serving high net worth individuals and multi-generational families. Roy has practiced as a fee-only financial advisor since 1984. Under his leadership, the firm has grown to become one of the largest wealth management firms in the country. He also dedicates his time to thought leadership, strategic oversight of client managements, and coaching and training them.

Professional Experience


Academic History

BALLENTINE PARTNERS

  • Ballentine builds customized investment solutions integrated with deep planning expertise focused on their clients’ best interests.

  • The firm serves high-net-worth individuals, professionals, entrepreneurs to multi-generational families and single-family offices with over $1 billion.

  • The firm is headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide.


CURRENT APPOINTMENTS

  • Board of Trustees, Brewster Academy

  • Chairman of the Board, Brewster Academy

  • Board of Managers, BA International

  • Trustee, Wolfeboro Area Children’s Center in Wolfeboro, NH

  • Board of Directors, Big Brothers Big Sisters of New Hampshire

  • Board of Directors, Families in Transition of New Hampshire

  • Investment Committee Chair, Wolfeboro Area Recreation Association

  • Investment Committee Member, Wright Museum of World War II


DESIGNATIONS

  • Chartered Life Underwriter

  • Chartered Financial Consultant

  • Certified Financial Planner™