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
View more

Profile Information

Managing Director

Ballentine Partners

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Waltham

Massachusetts

United States

May 15, 2024

More profiles to browse

JP
Jeff Potter
Partner & Senior Client Advisor
Profile Photo
Kyle Schaffer
Partner, Senior Investment Advisor & Member of Board of Managers
JP
Julie Pulda
Senior Impact Investment Manager
Profile Photo
Thomas W. Bullitt
Partner, Senior Wealth Advisor

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PM
Prtima MISHRA1
Software Engineer
PA TEST