Jayson DeAngelis

Consumer Services

Finance

Profile

Mr. Jayson DeAngelis is a Managing Director & Senior Client Advisor at Ballentine Partners LLC (formerly Ballentine Finn & Co, Inc.).
Prior to joining Ballentine in January 2010, Mr. DeAngelis worked as a Wealth Management Advisor in Merrill Lynch's Global Private Client group where he built a practice serving over thirty families and focused primarily on the financial planning issues faced by small business owners.
Prior to that, he held the position of Executive Vice President and was responsible for all day-to-day operations for his family's Boston-based retail grocery business.
Mr. DeAngelis received his BBA in Finance from George Washington University.
He is a Certified Financial Planner practitioner and a member of the CFA Institute and the Boston Security Analyst's Society.

Former positions of Jayson DeAngelis

Companies	Position	End
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.	Corporate Officer/Principal	2005-12-30

See the detail of Jayson DeAngelis's experience

Training of Jayson DeAngelis

George Washington University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies