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Roy Ballentine
Founder at Ballentine Partners LLC
Network origin in Roy Ballentine first degree
Entity | Entity type | Industry | |
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Ballentine Partners LLC
![]() Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families.
34
| Subsidiary | Investment Managers | 34 |
Families In Transition
![]() Families In Transition Services to the Health IndustryHealth Services Families In Transition provides social care services. Its services include life skills and family willows substance use treatment center. The company was founded in 1991 and is headquartered in Manchester, NH.
25
| Private Company | Services to the Health Industry | 25 |
New Horizons For New Hampshire, Inc.
![]() New Horizons For New Hampshire, Inc. Services to the Health IndustryHealth Services New Horizons For New Hampshire, Inc. engages in the provision of social care services. It provides food and shelter to people in need and offer supportive services to achieve self-sufficiency. The company was founded by Angeline Whidden in 1973 and is headquartered in Manchester, NH.
23
| Non-Profit Organization | Services to the Health Industry | 23 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Roy Ballentine via their personal network
Company | Sector | Related people | Main position |
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Grantham, Mayo, Van Otterloo & Co. LLC
![]() Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity | |
Brown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Thomas J. Herzfeld Advisors, Inc.
![]() Thomas J. Herzfeld Advisors, Inc. Investment ManagersFinance Thomas J. Herzfeld Advisors, Inc. (TJH) is a boutique alternative investment firm headquartered in Miami Beach, Florida. The firm was founded by Thomas J. Herzfeld in 1984. TJH provides investment advisory services directly to registered investment companies, private funds, and separately managed accounts (SMA). Their SMA Clients include primarily individuals, investment companies, trusts, corporations and various types of retirement accounts. | Investment Managers | Portfolio Manager-Equities | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
George Washington University | College/University | Graduate Degree Masters Business Admin | |
Southern New Hampshire Medical Center
![]() Southern New Hampshire Medical Center Hospital/Nursing ManagementHealth Services Southern New Hampshire Medical Center provides health care services. It offers centers for cancer treatment, diabetes education, fertility and childbirth, obesity, sleep disorders, trauma and other programs. The company was founded in 1891 and is headquartered in Nashua, NH. | Hospital/Nursing Management | Director/Board Member | |
Brown Brothers Harriman & Co.
![]() Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Hamilton Capital Management, Inc.
![]() Hamilton Capital Management, Inc. Investment ManagersFinance Hamilton Capital Management, Inc. (Hamilton Capital) is an independent, SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded by R. Matthew Hamilton in 1997. Hamilton Capital provides investment management services to corporations, public and private foundations, charitable trusts, endowments and qualified retirement plans. | Investment Managers | Corporate Officer/Principal | |
GFO Advisory Services LLC
![]() GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
Dynamic Network Services, Inc.
![]() Dynamic Network Services, Inc. Information Technology ServicesTechnology Services Dynamic Network Services, Inc. operates as a cloud-based Internet performance company. It offers Internet intelligence, traffic management, domain services, and message management services. The company was founded by Jeremy Hitchcock and Thomas J. Daly in 2001 and is headquartered in Manchester, NH. | Information Technology Services | Human Resources Officer | |
Bentley University | College/University | Graduate Degree Undergraduate Degree | |
Boston College | College/University | Graduate Degree Graduate Degree | |
Brandeis University | College/University | Undergraduate Degree Undergraduate Degree | |
Colby College | College/University | Undergraduate Degree | |
The Colorado College
![]() The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree | |
Duquesne University of The Holy Spirit | College/University | Masters Business Admin | |
Indiana University of Pennsylvania | College/University | Undergraduate Degree | |
Ithaca College | College/University | Undergraduate Degree | |
St. Anselm College | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
University of Vermont | College/University | Undergraduate Degree | |
Delta Dental Plan of New Hampshire, Inc.
![]() Delta Dental Plan of New Hampshire, Inc. Hospital/Nursing ManagementHealth Services Delta Dental Plan of New Hampshire, Inc. provides dental services. It offers quick processing of claims, quick turnaround of identification cards, and timely employee booklets services. The company was founded in 1961 and is headquartered in Concord, NH. | Hospital/Nursing Management | Director/Board Member | |
Aristotle University of Thessaloniki | College/University | Undergraduate Degree | |
University of International Business & Economics | College/University | Undergraduate Degree | |
Clearstead Advisors, LLC
![]() Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Investment Managers | Corporate Officer/Principal | |
Banco Santander SA (Miami)
![]() Banco Santander SA (Miami) Investment Banks/BrokersFinance Miami-based Banco Santander International (BSI), with approximately $10 billion under management, is the flagship bank for the Private Banking Division of Spain Banco Santander, the world's 12th largest financial institution. BSI caters to clients in the highly competitive Latin American private banking market. | Investment Banks/Brokers | Corporate Officer/Principal | |
Easter Seals New Hampshire, Inc.
![]() Easter Seals New Hampshire, Inc. Services to the Health IndustryHealth Services Easter Seals New Hampshire, Inc. provides social services to people with disabilities. It provides senior services, special education, vermont services, veterans services, vocational services and transportation services. The company was founded in 1936 and is headquartered in Manchester, NH. | Services to the Health Industry | Chief Executive Officer | |
Moore Center Services, Inc.
![]() Moore Center Services, Inc. Medical/Nursing ServicesHealth Services Moore Center Services, Inc. provides health care and disability services. It offers its services to adults with acquired brain disorder, and autism programs. The company was founded in 1955 and is headquartered in Manchester, NH. | Medical/Nursing Services | Director/Board Member Chairman | |
Fletcher School of Law | College/University | Graduate Degree Graduate Degree | |
New Hampshire Lodging & Restaurant Association
![]() New Hampshire Lodging & Restaurant Association Miscellaneous Commercial ServicesCommercial Services New Hampshire Lodging & Restaurant Association is a non-profit organization that works to advance pro-business policy and defend small business owners against crippling regulations. It offers worker''s compensation trust, liquor liability insurance, energy program, food safety trainings, and access to free legal counsel. The company was founded in 1919 and is headquartered in Concord, NH. | Miscellaneous Commercial Services | Director/Board Member | |
Weatherhead School of Management | College/University | Masters Business Admin | |
Dickinson Law School | College/University | Graduate Degree | |
Merchants Automotive Group, Inc.
![]() Merchants Automotive Group, Inc. Finance/Rental/LeasingFinance Merchants Automotive Group, Inc. provides motor vehicle dealership, fleet leasing and management services. It offers fleet optimization, driver productivity, and cost and risk management services. The company was founded by Irving Singer and Bernice Siegel Singer in 1962 and is headquartered in Hooksett, NH. | Finance/Rental/Leasing | Chief Executive Officer | |
Bartley Financial Advisors LLC
![]() Bartley Financial Advisors LLC Investment ManagersFinance Bartley Financial Advisors LLC provides investment advice. The private company is based in Bedford, NH. | Investment Managers | President | |
Wallace E Carroll School of Management | College/University | Undergraduate Degree | |
Brandeis International Business School | College/University | Graduate Degree | |
Questrom School of Business | College/University | Undergraduate Degree | |
Be Wellbeing Ltd.
![]() Be Wellbeing Ltd. Miscellaneous Commercial ServicesCommercial Services Be Wellbeing Ltd. operates as a local charitable company. Its services are based on the principles of wellbeing, recovery, resilience and prevention. The company is headquartered in Bensham, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member | |
PricewaterhouseCoopers Consulting Ltd. | Corporate Officer/Principal |
Statistics
International
United States | 46 |
China | 3 |
Greece | 2 |
United Kingdom | 2 |
Sectoral
Consumer Services | 24 |
Finance | 18 |
Health Services | 5 |
Commercial Services | 3 |
Technology Services | 2 |
Operational
Director/Board Member | 59 |
Corporate Officer/Principal | 57 |
Undergraduate Degree | 32 |
Portfolio Manager-Equities | 25 |
Analyst-Equity | 20 |
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