Drew McMorrow, MBA, CFP®, President and CEO of Ballentine Partners, shares more about the firm’s journey to becoming a Barron's top 100 RIA over the past four decades. He explains the firm’s tagline, “A Decidedly Human Approach to Managing Wealth,” and what he thinks families should be focused on right now to make smart decisions about their wealth.

COMPANIES

Ballentine Partners

TOPICS

RIA Meet the RIA