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

Jeff Potter
Partner & Senior Client Advisor
Ballentine Partners
United States, Massachusetts, Weston
About Me
Profile Information
Partner & Senior Client Advisor
Ballentine Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Weston
Massachusetts
United States
Jul 17, 2025
Keylinks
More profiles to browse
Peter Chiappinelli
Partner & Chief Investment Officer

Thomas W. Bullitt
Partner, Senior Wealth Advisor

Kyle Schaffer
Partner, Senior Investment Advisor & Member of Board of Managers

Jayson DeAngelis
Managing Director
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST