Jeffrey Weightman Potter is listed as Chief Financial Officer at Ballentine Partners, LLC in Waltham, MA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Ballentine Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Weightman Potter work?
Jeffrey Weightman Potter is listed as Chief Financial Officer at Ballentine Partners, LLC on SEC Form ADV.
How much of Ballentine Partners, LLC does Jeffrey Weightman Potter own?
Form ADV reports a beneficial ownership band of Under 5%.