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

Drew McMorrow
President & CEO

Thomas W. Bullitt
Partner, Senior Wealth Advisor
Christopher Chandler
Chief Investment Officer & Partner
Will Braman
Partner Emeritus & Senior Investment Advisor
You Might Like
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University