Ballentine Partners, an Independent Multi-Family Office, Appoints Jeffrey Potter as Board Chairman
Ballentine Partners, an Independent Multi-Family Office, Appoints Jeffrey Potter as Board Chairman
PR Newswire
BOSTON, Oct. 20, 2026
BOSTON, Oct. 20, 2026 /PRNewswire/ -- Ballentine Partners, an independent multi-family office providing comprehensive wealth management and family office services to ultra-high-net-worth individuals and families, has appointed Jeffrey Potter as Chairman of its Board of Managers. The appointment reflects the firm's continued commitment to strong governance, strategic leadership, and delivering sophisticated wealth management solutions to families navigating the complexities of significant wealth.
Potter brings decades of experience in financial management, investment strategy, and corporate leadership. He joined Ballentine Partners in 2014 as a Senior Client Advisor, working closely with domestic and international families on complex wealth management matters. He became a Partner in 2018 and was appointed Chief Financial Officer in 2021. During his tenure, he played an integral role in the firm's financial management, capital planning, risk management, investment policy, and broader strategic initiatives.
"Jeffrey has been a valued member of our leadership team for more than a decade, and we are delighted that he will continue contributing to the firm's future in this capacity," said Drew McMorrow, President and CEO of Ballentine Partners. "His extensive business experience, deep understanding of our firm, and commitment to serving families with complex financial needs make him exceptionally well suited to lead our Board. As we continue to evolve our family office services and invest in the capabilities needed to serve future generations, Jeffrey's perspective and leadership will be invaluable."
Potter retired from his day-to-day responsibilities with Ballentine Partners on June 30, 2026, and continues to serve as a consultant through the end of the year. Prior to joining the firm, he built an extensive career spanning private equity, corporate development, investment banking, and commercial lending. His diverse professional background, combined with his experience advising ultra-high-net-worth families, brings valuable perspective.
"I am honored to serve as Chairman of Ballentine Partners," said Potter. "The firm has built a strong reputation for providing independent, thoughtful advice to families navigating increasingly complex financial lives. I look forward to working alongside the Board and leadership team to support the firm's long-term strategy and its commitment to delivering exceptional service to clients."
About Ballentine Partners, LLC: Founded in 1984, Ballentine Partners provides comprehensive wealth management services to families and family offices. The firm is dedicated to helping clients simplify their lives, make informed decisions, and achieve enduring financial success.
To learn more visit www.ballentinepartners.com.
Contact: marketing@ballentinepartners.com
SOURCE Ballentine Partners, LLC
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