CLOs on the Move

Ballentine Partners

www.ballentinepartners.com

 
Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine`s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it`s investment management and planning for an entrepreneur or a full suite of ...
  • Number of Employees: 100-250
  • Annual Revenue: $50-100 Million

Executives

Name Title Contact Details
Sean Cleary
Chief Compliance and Risk Officer Profile

Similar Companies

Allied Home Mortgage Capital Corporation

Allied Home Mortgage Capital Corporation is a Houston, TX-based company in the Financial Services sector.

Thrivent

At Thrivent, we do work that matters—and we're reimagining financial services in ways that help individuals and communities thrive. With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs.  As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond.

Acuity Insurance

Acuity Insurance, headquartered in Sheboygan, Wisconsin, is a property and casualty insurer that is recognized as a top regional insurance carrier. Operating in 27 states, Acuity is trusted to protect over 100,000 businesses and over 450,000 homes and vehicles. Acuity generates nearly $1.4 billion in revenue through 1,000 independent agencies, manages over $4 billion in assets, and is rated A+ by both A.M. Best and Standard & Poors for financial strength. Acuity earns a 96% claims satisfaction rating from customers and maintains a reputation for innovative products and service excellence. Named the top employer in insurance, Acuity employs over 1,200 people.

White Rose Credit Union Home

White Rose Credit Union Home is a York, PA-based company in the Financial Services sector.

Waterstone Financial Group

Waterstone Financial Group is a Itasca, IL-based company in the Financial Services sector.