
Jayson DeAngelis
Managing Director
Ballentine Partners
United States, Massachusetts, Waltham
About Me
Jayson is a Partner & Chief Development Officer at the firm. In his role, Jayson leads several of the firm’s largest client engagements and is also responsible for coordinating the business development efforts across the firm. In his work directly with client families, Jayson draws on his experience growing up and working in his own family’s business to help navigate the often complex relationship between family dynamics and the management of wealth. Prior to joining the firm in 2006, Jayson 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
Profile Information
Managing Director
Ballentine Partners
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Waltham
Massachusetts
United States
May 15, 2024
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