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Rowell CPA Group

Gresham, Oregon

NEW! NEW!
Confidential

Portland, Oregon

NEW! NEW!
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Coverys

Nationwide

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Dual, Inc.

Natick, Massachusetts

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Ophthalmic Mutual Insurance Company (OMIC)

San Francisco, California

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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

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Arbor Wealth

Miramar Beach, Florida

All Campus

Chicago, Illinois

HBKS Wealth Advisors

Pittsburgh, Pennsylvania

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Johnson Glaze

Salem, Oregon

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Coles & Bodoin, LLP

Needham, Massachusetts

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Johnson, Peterek & Howse LLC

Lombard, Illinois

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The Society of Thoracic Surgeons

Chicago, Illinois

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Maryland Judiciary

Annapolis, Maryland

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Fit Financial Consulting LLC

Wenatchee, Washington

Confidential

Eugene, Oregon

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NACM Connect

Rolling Meadows, Illinois

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Fischer, Hayes, Joye & Allen, LLC

Salem, Oregon

Closing Soon! Closing Soon!
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The Gabriele Group

Chicago, 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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