Roy Ballentine
Roy Ballentine is the Founder and Executive Chairman of Ballentine Partners, a wealth management firm in Wolfeboro and Waltham, Massachusetts. He dedicates his time to thought leadership, strategic oversight of client engagements, and coaching and training team members. Ballentine has been a fee-only financial advisor since 1984.
Roy Ballentine Professional Experience / Academic History
Professional Experience
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Founder and Executive Chairman
Academic History
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Bachelor of Arts
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Master of Science
CURRENT APPOINTMENTS
- Chairman of the Board of Brewster Academy
- Member of the Investment Committee of Brewster Academy
- Member of the Board of Directors of Big Brothers Big Sisters of New Hampshire
- Member of the Board of Directors of Families in Transition of New Hampshire
- Member of the Board of Directors of the Wolfeboro Area Recreation Association
- Trustee of the Wolfeboro Area Children’s Center
LICENSES AND CERTIFICATIONS
- Chartered Life Underwriter
- Chartered Financial Consultant
- Certified Financial Planner™
AWARDS AND RECOGNITIONS
- Ballentine has been named repeatedly by Worth Magazine as one of the top 100 financial advisors in the United States.
PERSONAL INTERESTS