Jeffrey Potter

What changed

Ballentine Partners appointed partner and CFO Jeffrey Potter, who retired from day-to-day duties June 30, 2026, as Chairman of its Board of Managers.

Reported / discovered

Oct 20, 2026

Effective

Not reported

New role

Chairman of the Board of Managers

Previous role

Not reported

Market

Boston, MA

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.