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Elliot Rotstein
Partner & Senior Client Advisor @Ballentine Partners, LLC
Boston, MA, US
EMAILS
e••••••••@ballentinepartners.com
MOBILE NUMBERS
+19•••••••12
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WORK HISTORY
Mar 2023 — Present
Partner & Senior Client Advisor @Ballentine Partners, LLC
Waltham, MA, US
SKILLS
Business DevelopmentAlternative InvestmentsLeadershipFinancial ReportingHigh Net Worth IndividualsInvestmentsFinancial AdvisoryEquitiesFinancial PlanningValuationEstate PlanningCorporate FinanceSeries 7Business ValuationAsset ManagementInvestment Banking
ABOUT ELLIOT ROTSTEIN
Ballentine Partners is an independent multi-family office dedicated to serving clients at…
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