Elliot Rotstein Email & Phone Number

Partner and Senior Client Advisor @ Ballentine Partners, LLC

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Elliot Rotstein Location

Boston, MA, US

Elliot Rotstein Work

2023 - now Partner and Senior Client Advisor @ Ballentine Partners, LLC
2020 - 2023 Senior Client Advisor @ Ballentine Partners, LLC
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2019 - 2020 Partner @ Management Planning Inc.

2013 - 2020 Senior Vice President @ Management Planning Inc.
2011 - 2013 Director - Charitable Planning @ Fidelity Investments
2006 - 2011 Charitable Planning Associate @ Fidelity Investments
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2005 - 2005 Associate, Group Ticket and Sponsorship Sales @ Nashua Pride Professional Baseball

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Elliot Rotstein Education

Ithaca College

Elliot Rotstein Skills

Investments
High Net Worth Individuals
Leadership

Corporate Finance
Valuation
Investment Banking
Financial Reporting
Equities
Business Development
Alternative Investments

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Elliot Rotstein Summary

Elliot Rotstein, based in Boston, MA, US, is currently a Partner and Senior Client Advisor at Ballentine Partners, LLC. Elliot Rotstein brings experience from previous roles at Ballentine Partners, LLC, MPI - Business Valuation & Advisory and Fidelity Investments. Elliot Rotstein holds a Ithaca College. With a robust skill set that includes Investments, High Net Worth Individuals, Leadership, Corporate Finance, Valuation and more. Elliot Rotstein has 2 emails and 1 mobile phone numbers on RocketReach.

Elliot Rotstein Emails

Found 2 emails

Elliot Rotstein Phone Numbers

Found 4 phone numbers

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Top Ballentine Partners, LLC Employees

Jennifer Eaton

Managing Director and Senior Client Advisor at Ballentine Partners, LLC

West Palm Beach, FL, US
4
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Coventry Edwards-Pitt

Founder and Director, The Center for Family Well-being at Ballentine Partners, LLC

United States
1
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Elisa Lustig

Partner and Director of Private Investments at Ballentine Partners, LLC

Waltham, MA, US
2
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- gmail.com
5
- +1 617-357-XXXX
- +1 508-733-XXXX
- +1 781-314-XXXX
- +1 617-574-XXXX
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Stephen Martone

Partner and Senior Wealth Advisor (High Net Worth) at Ballentine Partners, LLC

Waltham, MA, US
1
- ballentinepartners.com
1
- +1 781-314-XXXX
Emily Cashman

Partner and Senior Client Advisor at Ballentine Partners, LLC

Boston, MA, US
2
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- gmail.com
3
- +1 781-956-XXXX
- +1 305-798-XXXX
- +1 781-907-XXXX

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