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Jeff Potter

Partner & Senior Client Advisor

Ballentine Partners

United States, Massachusetts, Weston

About Me

Specialties: Investment Expertise: Alternative Investments, Private Equity, Growth Equity Financing, Mezzanine Financing, Bank Financing Governance Experience: Board of Directors, Portfolio Company Management Functional Skills: Due Diligence, M & A, Restructuring, Negotiation, Strategic Planning Operating Background: Collaborative Operating Management, Organizational Development, Risk Management, Process Improvement

Profile Information

Partner & Senior Client Advisor

Ballentine Partners

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Weston

Massachusetts

United States

Jul 17, 2025

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