Elliot Rotstein

Partner & Senior Client Advisor at Ballentine Partners, LLC

Role
Partner & Senior Client Advisor at Ballentine Partners, LLC
Location
Boston, MA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Elliot Rotstein

Ballentine Partners is an independent multi-family office dedicated to serving clients at…

Experience

  1. Partner & Senior Client Advisor

    Ballentine Partners, LLC

    Mar 2023 — Present · Waltham, MA, US

Skills

  • Business Development
  • Alternative Investments
  • Leadership
  • Financial Reporting
  • High Net Worth Individuals
  • Investments
  • Financial Advisory
  • Equities
  • Financial Planning
  • Valuation
  • Estate Planning
  • Corporate Finance
  • Series 7
  • Business Valuation
  • Asset Management
  • Investment Banking

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Elliot Rotstein — Partner & Senior Client Advisor at Ballentine Partners, LLC in Boston, MA, US | Unifers