William L. Braman
Ballentine Partners, LLC
Palm Beach Gardens,FL
50
years of professional experience
Dynamic leader in global investment management with over 47 years of experience at prestigious firms including Baring Asset Management, Hancock Advisers, Fortis Investments, and Ballentine Partners. Proven track record in developing and managing diverse investment capabilities across various asset classes and geographies, supported by a strong understanding of operational, financial, and compliance functions. Expertise in asset allocation, investment manager selection, and the implementation of advanced portfolio accounting systems and performance measurement tools. Renowned for fostering high-performance teams and driving business growth while adeptly navigating complex challenges to deliver impactful results.
Work History
Partner Emeritus (Retired)
2 Years 4 Months- Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to high and ultra-high net worth families and entrepreneurs. Our firm was one of the first to deliver independent, objective, and comprehensive financial advice for these taxable clients over 50 years ago.
- As CIO, led the strategic planning, development and management of the investment team and our capabilities across public and private solutions.
- Directly oversaw 20+ client relationships, ensuring high levels of satisfaction and retention, and developed comprehensive financial plans tailored to their individual objectives.
Senior Investment Advisor
1 Year 1 Month- Transition period for new Co-CIOs
Chief Investment Officer
10 Years 9 MonthsPrincipal
1 Year- Strategic, investment and operational management consulting to the wealth management industry.
CEO - Americas
7 Years- As CEO for the Americas, rebuilt and led investment teams, business development activity, and support functions in the US, Canada, Brazil, Argentina, and Chile, comprised of 130 FTEs and $25B AUM at year end 2009.
- Chairman of Cadogan Management, LLC, our fund of hedge funds business acquired in 2006.
- Member of the Executive Committee responsible for directing the global business. Fortis Investments managed $250B in multiple asset classes across developed and emerging markets for institutional clients and mutual funds before doubling in size and headcount by acquiring ABN Amro in 2007.
- BNP Paribas acquired Fortis in 2010.
Chief Investment Officer
3 Years- CIO and Executive Committee member responsible for managing 90 PMs and analysts for Boston-based, institutional and mutual fund advisor and distributor with $30B under management.
Chief Investment Officer
2 Years- London-based CIO and member of Executive Management Committee responsible for investment results of equity and fixed income teams in London, Hong Kong, Tokyo, and Boston. Investment area comprised of more than 100 PMs and analysts managing $50B for global institutional clients and UK mutual funds.
Head of Investment Team - North America
9 Years- Head of Boston-based North American equity team of 10, managing $5B in large cap growth mandates for US and international institutional clients, plus UK mutual funds.
Portfolio Manager / Senior Analyst
7 YearsSenior Equity Analyst
1 YearEquity & Credit Analyst
4 YearsEducation
BA - Economics
- Treasurer - Student Government
- Member of the Administration Finance Committee
- Economics Dept. Teaching Assistant
High School Diploma
Skills
Asset Allocation
Manager Selection
Public and private investments in equity
credit
real assets and alternatives
Investment team recruitment
development and management
Performance Analysis
Risk Management
Timeline
Partner Emeritus (Retired)
Ballentine Partners, LLC
04.2024 - CurrentRead More
Senior Investment Advisor
Ballentine Partners, LLC
03.2023 - 04.2024Read More
Chief Investment Officer
Ballentine Partners, LLC
06.2012 - 03.2023Read More
Principal
Catalyst Consulting Services
01.2011 - 01.2012Read More
CEO - Americas
Fortis Investments
01.2003 - 01.2010Read More
Chief Investment Officer
John Hancock Advisers & Funds
01.2000 - 01.2003Read More
Chief Investment Officer
Baring Asset Management
01.1998 - 01.2000Read More
Head of Investment Team - North America
Baring Asset Management
01.1989 - 01.1998Read More
Portfolio Manager / Senior Analyst
Baring Asset Management
01.1982 - 01.1989Read More
Senior Equity Analyst
The Boston Company
01.1981 - 01.1982Read More
Equity & Credit Analyst
Bank of Boston
01.1977 - 01.1981Read More
Bucknell University
BA from Economics
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Choate Rosemary Hall
High School Diploma
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