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Roy Ballentine

Roy Ballentine

Formal First Name
Roy
Link
LinkedIn
Location
New Hampshire

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


DESIGNATIONS

Warnings and Disclaimers

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