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Applied Bank

Glen Mills, Pennsylvania

Closing Soon! Closing Soon!
University of Pittsburgh

Pittsburgh, Pennsylvania

NEW! NEW!
Confidential

Seattle, Washington

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Temple University

Philadelphia, Pennsylvania

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Penn State Health

Hershey, Pennsylvania

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ZINER & MURPHY, PC

STONEHAM, Massachusetts

Confidential

Stamford, Connecticut

NEW! NEW!
ZINER & MURPHY, PC

STONEHAM, Massachusetts

Immaculata University

Immaculata, Pennsylvania

Rowell CPA Group

Gresham, Oregon

Confidential

Portland, Oregon

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Coverys

Nationwide

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Dual, Inc.

Natick, Massachusetts

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Geisinger

Danville, Pennsylvania

Ophthalmic Mutual Insurance Company (OMIC) Logo
Ophthalmic Mutual Insurance Company (OMIC)

San Francisco, California

CLS FINANCIAL ADVISORS INC Logo
CLS FINANCIAL ADVISORS INC

Portland, Oregon

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The Pacific Bridge Companies, Inc.

Monrovia, California

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Adviser Investments

Newton, Massachusetts

Closing Soon! Closing Soon!
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Arbor Wealth

Miramar Beach, Florida

Closing Soon! Closing Soon!
All Campus

Chicago, Illinois

Closing Soon! Closing Soon!
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Falcon Capital Partners

Wayne, Pennsylvania

Closing Soon! Closing Soon!
HBKS Wealth Advisors

Pittsburgh, Pennsylvania

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Johnson Glaze

Salem, Oregon

Closing Soon! Closing Soon!
Johnson, Peterek & Howse LLC

Lombard, Illinois

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Senior Client Advisor
Ballentine Partners, LLC, is a leading independent investment and wealth management firm headquartered in the Boston area with additional offices in Florida and New Hampshire.  Our client families rely on us to be their most trusted advisor and to manage all aspects of their complex financial lives.  We are a team of over 100 professionals and our firm is known as a wonderful place to work.  Our compensation philosophy and team structure foster a collegial work environment.  We are unusual in the financial services industry in that we believe our employees’ having a balanced life makes them better at their work.  We are proud that Pension & Investments named Ballentine Partners as one of the Best Places to Work in Money Management in multiple years. The Family Office Practice is


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