Brian Waldner

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Profile

Mr. Brian Waldner is a Portfolio Manager at Ballentine Partners LLC.
Prior to joining Ballentine Partners in Feburary 2011, Mr. Waldner was an institutional fixed income portfolio manager at Columbia Management.
His prior experience includes work as an analyst at Prime Bucholz, State Street Corporation and John Hancock.
He also served as an international relations liaison to the Government of Japan through the Japan Exchange and Teaching Program, focusing on local social and economic exchanges.
Mr. Waldner earned his B.A. in political economics and Japanese language and literature at the University of Massachusetts at Amherst.
He also completed an exchange program through UMass and earned a certificate of international relations from Nanzan University in Nagoya, Japan.
He holds the Chartered Financial Analyst designation.

Former positions of Brian Waldner

Companies	Position	End
Columbia Management Advisors, Inc. Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate.	Corporate Officer/Principal	2011-01-30
John Hancock Financial Services, Inc. John Hancock Financial Services, Inc. Life/Health InsuranceFinance Provides life insurance, retirement planning and financial advisory solutions	Corporate Officer/Principal	1996-08-30
Prefecture of Ibaraki Prefecture of Ibaraki Province/StateGovernment Functions as a regional level government authority	Corporate Officer/Principal	1995-07-30
STATE STREET CORPORATION	Analyst-Equity	2011-04-05
Ballentine Partners LLC Ballentine Partners LLC Investment ManagersFinance Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds.	Portfolio Manager-Equities	-

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Private companies	6
Columbia Management Advisors, Inc. Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate.	Finance
State Street Corp. State Street Corp. Investment Banks/BrokersFinance Operates as bank holding company which provides custody, accounting, fund administration and investment management services	Finance
John Hancock Financial Services, Inc. John Hancock Financial Services, Inc. Life/Health InsuranceFinance Provides life insurance, retirement planning and financial advisory solutions	Finance
Ballentine Partners LLC Ballentine Partners LLC Investment ManagersFinance Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds.	Finance
Prefecture of Ibaraki Prefecture of Ibaraki Province/StateGovernment Functions as a regional level government authority	Government
University of Massachusetts University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services