Roy Ballentine
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.
Roy Ballentine Professional Experience / Academic History
Professional Experience
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Founder and CEO
Academic History
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Master of Science
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Bachelor of Arts
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™