Ballentine Partners Appoints Jeffrey Potter as Board Chairman
Ballentine Partners has appointed Jeffrey Potter as Chairman of its Board of Managers. The firm, an independent multi-family office offering wealth management services to ultra-high-net-worth individuals and families, highlighted the appointment as a reflection of its commitment to governance and strategic leadership. Potter brings decades of experience in financial management and investment strategy, having joined Ballentine Partners in 2014 before becoming CFO in 2021. Potter retired from his day-to-day role at the firm on June 30, 2026, but will continue as a consultant through year-end. Drew McMorrow, President and CEO of Ballentine Partners, praised Potter's leadership experience and deep understanding of the company’s operations. Prior to joining Ballentine Partners, Potter had an extensive career in private equity, investment banking, corporate development, and commercial lending. Ballentine Partners was founded in 1984 and is dedicated to helping families simplify their financial lives through comprehensive wealth management solutions.
Topics: Executive Leadership Family Office Services Wealth Management