CoverProfile

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
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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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