Ballentine Partners, an independent wealth management firm, has announced the promotion of Alexa Carbone, Ryan McManus, Jessica Minty and Courtney Scott to partner.
Alexa Carbone, MBA, CFP serves as chief of staff and senior client adviser and plays a critical role in advancing the firm's strategic initiatives and operational excellence.
Ryan McManus, CFP is a senior wealth adviser, driving client growth and strong engagement results.
Jessica Minty, CFA, is a senior investment adviser who works closely with clients to develop and implement customized investment strategies aligned with their long-term goals.
Courtney Scott, JD, is a senior client adviser who specializes in guiding clients through sophisticated estate planning, wealth transfer and governance matters. With a background in law, Scott brings valuable perspective to complex family and multigenerational planning.
