Robert Moffitt - Email & Phone Number

Wealth Planning Associate at Ballentine Partners, Llc

Robert Moffitt is based out of Greater Boston and works at Ballentine Partners, Llc as Wealth Planning Associate.

Robert Moffitt's Contact Information

Robert Moffitt's Work email

r*****@ballen***.com

Valid

Latest update

October 28, 2025

Location

Greater Boston

Robert's current employer

Ballentine Partners, Llc

Description

Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy fam...

Website

ballentinepartners.com

HQ Location

Waltham, MA, United States

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about Ballentine Partners, Llc

Frequent questions about Robert Moffitt

What company is Robert Moffitt working for?

Robert Moffitt works for Ballentine Partners, Llc.

What is Robert Moffitt's function at Ballentine Partners, Llc?

Robert Moffitt is Wealth Planning Associate at Ballentine Partners, Llc.

Where is Robert Moffitt based?

Robert Moffitt is based out of Greater Boston.

What is Robert Moffitt's work email address?

Robert Moffitt's professional email address is r*****@ballen***.com

Who are Robert Moffitt's co-workers?

Robert Moffitt's colleagues are Drew McMorrow, Roy Ballentine, Claudia Shilo, Jennifer Eaton, Jayson DeAngelis, Bruce Simon, Jennifer Murtie, Kelly Ewart, Aaron MacDougall, Austin Poirier, Kim Ayer, Brie Elliott, Todd Hart, Juan Mejia, Stephanie Weitzman, Emily Cashman, Kyle Schaffer, Debra Whitney, Carly Augeri, Laura Cantalini, Alexa Steriti, Stephen Martone, Christopher Pawlowski, Christopher Chandler, Claire Hawkes, Suzanne Parry, Rachel Gilmore, David Ferraro, Cal Chicoine, John Healy, Adam Ochlis, Deborah Royer, Coventry Edwards-Pitt, Elliot Rotstein, Michael McCarthy.

Robert's co-workers

Managing Director and CFO

Jennifer Eaton

Managing Director & Senior Client Advisor

Jayson DeAngelis

Managing Director

Bruce Simon

Managing Director, Director of Portfolio Research

Jennifer Murtie

Partner and Head of High Net Worth Practice

Kelly Ewart

Head of Marketing

Aaron MacDougall

Director of Information Technology

Austin Poirier

Director of Portfolio Management

Kim Ayer

Director of Finance

Brie Elliott

Head Of Human Resources

Todd Hart

Client Service Associate

Juan Mejia

Senior Quantitative Analyst

Stephanie Weitzman

Senior Client Service Associate

Emily Cashman

Partner and Senior Client Advisor

Kyle Schaffer

Investment Manager

Debra Whitney

Senior Client Advisor

Carly Augeri

Marketing Manager

Laura Cantalini

Administrative Assistant

Alexa Steriti

Chief Of Staff

Stephen Martone

Partner & Senior Wealth Advisor (High Net Worth)

Christopher Pawlowski

Senior Portfolio Operations Associate

Christopher Chandler

Partner & Chief Investment Officer

Claire Hawkes

Wealth Advisor

Suzanne Parry

Client Service Associate

Rachel Gilmore

Executive Assistant Office Manager

David Ferraro

Senior Client Advisor

Cal Chicoine

Portfolio Manager

John Healy

Senior Client Advisor

Adam Ochlis

Chief Wealth Advisory Officer and Partner

Deborah Royer

Impact Analyst

Coventry Edwards-Pitt

Chief Wealth Advisory Officer

Elliot Rotstein

Senior Client Advisor

Michael McCarthy

Portfolio Analyst

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