Ballentine Partners Welcomes New Leadership Team with Four Promotions to Partner

Ballentine Partners Welcomes New Leadership Team

In an exciting growth phase, Ballentine Partners, LLC, an esteemed independent wealth management firm located in Waltham, Massachusetts, has recently promoted four talented professionals to the position of Partner. This announcement highlights their dedication to fostering exceptional leadership and maintaining a robust client-oriented philosophy. The newly appointed partners are Alexa Carbone, MBA, CFP®, Ryan McManus, CFP®, Jessica Minty, CFA, and Courtney Scott, JD.

Celebrating New Partnerships

Drew McMorrow, the President and Chief Executive Officer of Ballentine Partners, expressed pride in these appointments, stating, "Alexa, Ryan, Jess, and Courtney represent the very best of Ballentine Partners. They are trusted advisors to our clients, respected leaders within our firm, and strong stewards of our culture. Their promotions are a recognition of their individual accomplishments and meaningful contributions to our long-term success."

Each of the new partners brings unique expertise and a commitment to the firm's collaborative culture, ensuring they will continue to serve clients with excellence.

Profiles of the New Partners

1. Alexa Carbone, MBA, CFP®: As Chief of Staff and Senior Client Advisor, Alexa is pivotal in advancing the firm’s strategic initiatives and operational excellence. Her leadership promotes cross-functional collaboration and strengthens the firm’s culture, supporting Ballentine's growth and innovation.

2. Ryan McManus, CFP®: A Senior Wealth Advisor, Ryan plays a critical role on the High-Net-Worth team, known for his exceptional service and deep relationship-building skills. His impressive retention rates and reliable leadership have proven essential, particularly through organizational changes and the firm’s evolution.

3. Jessica Minty, CFA: In her role as a Senior Investment Advisor, Jessica works closely with clients to develop personalized investment strategies aligned with their long-term goals. Her technical expertise combined with her relationship management skills ensures that clients receive insightful and tailored advice.

4. Courtney Scott, JD: Specializing in complex estate planning, wealth transfer, and governance matters, Courtney is a Senior Client Advisor with a legal background. She offers valuable perspectives on family and multigenerational planning, assisting clients in structuring their wealth in a way that aligns with their values and aspirations.

Commitment to Sustainable Leadership

The promotion of these four remarkable individuals underscores Ballentine Partners' focus on building a sustainable leadership team for the future. As employee-owners, the new Partners will uphold the firm's independence, strengthen its culture, and ensure the delivery of exceptional service to clients.

Founded in 1984, Ballentine Partners provides comprehensive wealth management services tailored for families and family offices. The firm's mission centers around simplifying complex financial scenarios, empowering informed decision-making, and facilitating enduring financial success for their clients.

With a steadfast commitment to leadership and service, Ballentine Partners continues to evolve and thrive in the wealth management sector, positioning itself as a trusted partner for its clientele.