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Michael Chimento
Principal And Senior Investment Director at Ballentine Partners,
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Work Experience
Jul 2023 - Present · 1 years and 5 months
Principal And Senior Investment Director
Jan 2024 - Present · 11 months
Principal And Senior Research Manager
Jul 2023 - Dec 2023 · 5 months
Ballentine Partners, LLC
Senior Research Manager
Jan 2018 - Jun 2023 · 5 years and 5 months
Company Details
51-200 Employees
As an independent multi-family office, Ballentine Partners’ mission is to help families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome. Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise. We have delivered client-centric planning and sophisticated investment advice for the past four decades. We are dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.
Year Founded
1984
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Other Financial Investment Activities, Finance and Insurance
HQ Location
230 3rd Ave Fl 6 Waltham, MA 02451, US
Keywords
Wealth PlanningInvestment ManagementFamily Education and Financial CounselIntergenerational Wealth Transfer StrategiesFinancial PlanningWealth ManagementFamily Well-beingFamily Officecash flow forecastingwealth management
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