CoverProfile

Kyle Schaffer

Partner, Senior Investment Advisor & Member of Board of Managers

Ballentine Partners

United States, Massachusetts, Needham

About Me

Kyle is a Partner and Senior Investment Advisor at the firm and sits on Ballentine’s Board of Directors. Kyle works with a number of the firm’s largest and most sophisticated clients, providing customized investment advice. He also sits on the Investment Management Committee, the team responsible for asset allocation, manager selection, and portfolio construction. Prior to joining the firm in 2003, Kyle spent two years in Hamilton, Bermuda working at Ace Tempest Life Re as a Vice President and Risk Officer. His responsibilities included all investment related functions of the company including asset allocation, manager selection, performance monitoring, and equity market exposure hedging. Pr
View more

Profile Information

Partner, Senior Investment Advisor & Member of Board of Managers

Ballentine Partners

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Needham

Massachusetts

United States

May 15, 2024

More profiles to browse

Profile Photo
Will Braman
Partner Emeritus & Senior Investment Advisor
Profile Photo
Cal Chicoine
Senior Portfolio Manager
Profile Photo
Jayson DeAngelis
Managing Director
Profile Photo
Christopher Chandler
Chief Investment Officer & Partner

You Might Like

DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
RD
Russ Degitz
Principal
Huntington University
BH
Bob Helmer
President Emeritus
Baldwin Wallace University