Drew McMorrow is President and CEO of Ballentine Partners in Waltham, Massachusetts. See contact routes.
Drew McMorrow is President and CEO of Ballentine Partners in Waltham, Massachusetts, where he has been with the firm since 2002 and became CEO in 2016; he oversees day-to-day management and still advises families. His work at the firm includes guidance on investment, estate, insurance, tax, and philanthropy, plus direct ventures and real estate opportunities. Public materials do not clearly define a venture-style investment thesis, stage focus, sector focus, geographies, or typical check size, and they do not confirm lead/follow behavior. Ballentine’s own materials mention client-owned and employee-owned equity interests, but not a portfolio of outside companies in the venture sense. Named investing-related examples in the available sources are impact portfolios and strategies such as People & Planet, Environment First, Gender Lens, and a planned Racial Justice Lens strategy. McMorrow has also spoken publicly about firm identity, differentiation, organic growth, and “a decidedly human approach to managing wealth.”
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