Profil
Ms. Elaine R.
Gillim, CFA, is a Managing Director & Senior Investment Advisor at Ballentine Partners LLC.
Prior to joining Ballentine Partners, Ms. Gillim spent 15 years at Atlantic Trust Company (formerly Pell Rudman and Co.) as a Senior Vice President.
She worked with a large group of high net worth clients while also contributing significantly to the firm's investment process and operations.
Prior to her role at Atlantic Trust, she worked as a securities analyst at Fleet Bank.
Ms. Gillim is a Magna Cum Laude, Phi Beta Kappa graduate of the University of Vermont with a degree in Zoology.
She holds the Chartered Financial Analyst designation and is a member of the CFA Institute and Boston Security Analysts Society.
Anciens postes connus de Elaine Rosenfield Gillim
| Sociétés | Poste | Fin |
|---|---|---|
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Gestionnaire de Portefeuille-Actions | 29/06/2018 |
| Fleet Bank (Doylestown, Pennsylvania) | Corporate Officer/Principal | - |
Atlantic Trust Co., NA (Massachusetts)
 Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Atlantic Trust Co., NA is a nationally chartered commercial bank. The company is based in Boston, MA. | Corporate Officer/Principal | - |
Formation de Elaine Rosenfield Gillim
| University of Vermont | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Finance |
Atlantic Trust Co., NA (Massachusetts)
Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Atlantic Trust Co., NA is a nationally chartered commercial bank. The company is based in Boston, MA. | Finance |
| Fleet Bank (Doylestown, Pennsylvania) | Finance |
