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Ballentine Partners, based in Waltham, MA is an independent wealth management organization that provides wealthy families and businesses with full investing and family office services. More than 30 years ago, the business was one of the first to provide wealthy families with independent, impartial, and thorough financial advice, and it continues to be a thought leader in the sector. Ballentine's clients seek objective, comprehensive, and integrated guidance. Ballentine tailors its services to meet the diverse needs of its clients, whether it's investment management and planning for a business owner or a full range of family office services for a multigenerational family, including philanthropic advising and family office administration.
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Team
Professional experience
Professional Growth
How many years of experience do Ballentine Partners employees have before joining?
Years of experience at Ballentine Partners: Newcomers: 36%, Experiencers: 17%, Experts: 17%, Veterans: 30%. Ballentine Partners employees have less than 3 years experience on average before joining.
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Professional Growth
Where did Ballentine Partners employees work before joining?
Where they've worked before Ballentine Partners: Aldi Inc., Athena Capital Advisors, Atlantic Trust. Typical Ballentine Partners employees have worked at Aldi Inc..
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Aldi Inc.
Athena Capital Advisors
Atlantic Trust
Professional Growth
What industries did Ballentine Partners employees work in previously?
Industry Background: The most typical industries of Ballentine Partners: Investing Companies, Investment Banking & Securities Brokerage Firms, Consulting Companies, Insurance Agency & Brokerage Firms, Finance & Insurance Companies. Ballentine Partner
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Professional Growth
Where did Ballentine Partners employees work before joining?
Past employers' size at Ballentine Partners: Small: 45%, Medium: 14%, Large: 41%. Most Ballentine Partners employees have previously worked at small companies.
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Educational background
Educational background
What did employees at Ballentine Partners study?
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Top educational institutions
Where did employees at Ballentine Partners study?
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Employee data
Professional Growth
How long do people stay in a role at Ballentine Partners?
Time employed at Ballentine Partners: <1: 7%, 1-3: 32%, 4-8: 26%, 9-13: 21%, 14-20: 12%, 20+: 2%. Most Ballentine Partners employees stay with the company for 1-3 years which is less than the industry average.
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Culture & Values
How does Ballentine Partners rank for age & gender diversity?
Gender ratio at Ballentine Partners: 66.0% Male and 34.0% Female. Age ratio at Ballentine Partners: 16-20: 0%, 21-30: 40%, 31-40: 33%, 41-50: 18%, 51-60: 2%, 60+: 7%. Ballentine Partners rates - 0.0% more female than the industry average. Most Ballen
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Professional Growth
What are the top roles at Ballentine Partners?
Top roles of Ballentine Partners: Financial Planning Associate, Wealth Advisor, Client Service Associate, Client Advisor, Portfolio Analyst. The top role at Ballentine Partners is Financial Planning Associate.
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Financial Planning Associate
Wealth Advisor
Client Service Associate
Client Advisor
Portfolio Analyst
Career advancement
Professional Growth
How does Ballentine Partners rank for career advancement?
Career advancement at Ballentine Partners: medium. Ballentine Partners ranks medium for career advancement which is above the industry average.
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Professional Growth
What companies do Ballentine Partners employees go on to work at?
Future employers of Ballentine Partners: Aviva Investors, B. Riley, B. Riley Financial, BAE Systems USA, BNP Paribas. People who work at Ballentine Partners most typically go on to work for the Aviva Investors.
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Aviva Investors
B. Riley
B. Riley Financial
BAE Systems USA
BNP Paribas