Profile
Mr. Thomas W.
Bullitt, CFA, is a Partner & Senior Wealth Advisor at Ballentine Partners LLC.
The team provides a fully integrated approach to financial planning and investment management.
The team also provides clients access to the investment strategy enjoyed by the full range of the firm's family office clients, scaled to fit their particular circumstances.
Comprehensive financial planning guidance is provided by a team with many years of experience and is supported by the robust resources of the firm’s other specialists.
Prior to joining the firm, Mr. Bullitt worked for seven years as a Portfolio Manager and Investment Advisor for the Bank of New York (which acquired his employer Beacon Fiduciary Advisors).
Prior to that, he worked for Adams, Harkness & Hill where he was a member of the Investment Management Division and a Portfolio Manager from 1996-2000.
During his career in the investment business, he has focused on providing asset allocation advice and financial planning services for high net worth clients, managing investment portfolios, arranging private placements, and marketing a proprietary hedge fund to accredited investors.
After graduating from college, he developed his financial skills during the first seventeen years of his career while working in a variety of corporate lending and management roles at Bank of Boston.
Tom Bullitt active positions
Companies | Position | Start |
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Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Portfolio Manager-Equities | 2010-01-24 |
Former positions of Tom Bullitt
Companies | Position | End |
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Beacon Fiduciary Advisors, Inc.
Beacon Fiduciary Advisors, Inc. Investment ManagersFinance Formerly Beacon Fiduciary Advisors, Inc., Bank of New York Co. NA (BNY) is a registered investment advisor that manages assets for high net worth individuals. Located in Chestnut Hill, Massachusetts, the firm was acquired by The Bank of New York Company, Inc. (NYSE: BK) in 2002. | Portfolio Manager-Equities | 2005-12-30 |
Adams Harkness & Hill Investment Banking
Adams Harkness & Hill Investment Banking Investment ManagersFinance Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a company based in Boston, MA. | Corporate Officer/Principal | 1999-09-29 |
Bank of Boston Corp. | Corporate Officer/Principal | 1996-02-27 |
Experiences
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1st degree connections
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Private companies | 4 |
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Beacon Fiduciary Advisors, Inc.
Beacon Fiduciary Advisors, Inc. Investment ManagersFinance Formerly Beacon Fiduciary Advisors, Inc., Bank of New York Co. NA (BNY) is a registered investment advisor that manages assets for high net worth individuals. Located in Chestnut Hill, Massachusetts, the firm was acquired by The Bank of New York Company, Inc. (NYSE: BK) in 2002. | Finance |
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Finance |
Adams Harkness & Hill Investment Banking
Adams Harkness & Hill Investment Banking Investment ManagersFinance Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a company based in Boston, MA. | Finance |
Bank of Boston Corp. | Finance |
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