BALLENTINE PARTNERS, LLC
WALTHAM, MA

Stephen Hopkins is a Partner and Senior Client Advisor at the firm. In his work with families, Stephen draws on his strategic planning skills, investment expertise and hands-on operating experience to help complex multigenerational families and related businesses achieve their goals. Prior to joining Ballentine Partners in 2016, he was a founder and Vice Chairman of Roundtable Investment Partners. At Roundtable Investment Partners, Stephen served as Chief Operating Officer and Co-Head of the Investment team. Previously, Stephen was Co-Head, President and Chief Operating Officer of Citigroup Asset Management, a global money management firm with over $400 billion in assets under management. He was a member of Citigroup’s Management Committee. Previously he served as head of Citigroup Private Bank Asset Management Group and led Global Product Management for The Citigroup Private Bank. In 2005, he led the sale of Citigroup Asset Management to Legg Mason, Inc. He subsequently joined Legg Mason, Inc. as a Senior Vice President with responsibility for a number of senior level integration initiatives. Stephen was formerly Chief Operating Officer for Asset Management Services at JPMorgan. He joined the JPMorgan Private Bank to launch JPMorgan’s largest internet venture, Morgan OnLine, the first private bank/robo advisor on the web. Stephen was instrumental in the creation and development of Goldman Sachs Asset Management as a diversified global money management firm where he wrote the firm’s business plan, helped open offices around the world and served as its Chief Financial Officer. Previously he was a Senior Manager in the Capital Markets Practice, at Arthur Andersen & Co. where he helped found and build the mutual fund industry practice. Stephen is currently an independent director of Fund Evaluation Group, an institutional investment consulting, portfolio management and research firm, SRL Global, a financial services technology company and the National Philanthropic Trust, a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions. Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. We do not sell products or accept commission income. We serve as our clients’ advocates. We work only for our clients. Our firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families 30 years ago, and we continue to be a thought leader in the field. If you are seeking a career in private wealth management, please contact us. To succeed at Ballentine Partners you need excellent problem-solving skills, communication skills, project management skills, attention to accuracy, integrity, and high emotional intelligence. Prior experience in private wealth management or a related field is a plus, but not essential. Senior members of the firm come from diverse backgrounds, including investment management, corporate strategy consulting, corporate finance, family business experience, and public accounting. The primary career paths within our company are: (1) investment analysis and management, and (2) financial planning and wealth management. If you are seeking a career in private wealth management, please contact us. To succeed at Ballentine Partners you need excellent problem-solving skills, communication skills, project management skills, attention to accuracy, integrity, and high emotional intelligence. Prior experience in private wealth management or a related field is a plus, but not essential. Senior members of the firm come from diverse backgrounds, including investment management, corporate strategy consulting, corporate finance, family business experience, and public accounting. The primary career paths within our company are: (1) investment analysis and management, and (2) financial planning and wealth management. If you are seeking a career in private wealth management, please contact us. To succeed at Ballentine Partners you need excellent problem-solving skills, communication skills, project management skills, attention to accuracy, integrity, and high emotional intelligence. Prior experience in private wealth management or a related field is a plus, but not essential. Senior members of the firm come from diverse backgrounds, including investment management, corporate strategy consulting, corporate finance, family business experience, and public accounting. The primary career paths within our company are: (1) investment analysis and management, and (2) financial planning and wealth management. If you are seeking a career in private wealth management, please contact us. To succeed at Ballentine Partners you need excellent problem-solving skills, communication skills, project management skills, attention to accuracy, integrity, and high emotional intelligence. Prior experience in private wealth management or a related field is a plus, but not essential. Senior members of the firm come from diverse backgrounds, including investment management, corporate strategy consulting, corporate finance, family business experience, and public accounting. The primary career paths within our company are: (1) investment analysis and management, and (2) financial planning and wealth management. If you are seeking a career in private wealth management, please contact us. To succeed at Ballentine Partners you need excellent problem-solving skills, communication skills, project management skills, attention to accuracy, integrity, and high emotional intelligence. Prior experience in private wealth management or a related field is a plus, but not essential. Senior members of the firm come from diverse backgrounds, including investment management, corporate strategy consulting, corporate finance, family business experience, and public accounting. The primary career paths within our company are: (1) investment analysis and management, and (2) financial planning and wealth management.