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About Claudia J. Shilo of BALLENTINE PARTNERS

Claudia J. Shilo is Cfo at Ballentine Partners Llc and has been affiliated with Ballentine Partners Llc since January-2010.

Ballentine Partners Llc is an investment advisor that manages 5.2 BN dollars in regulatory AUM and has 53 employees, of which 48 perform investment advisory functions. The managers's latest filing has disclosed 1BN in positions, which represents 23% of the manager's regulatory AUM.

For more on Ballentine Partners Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -1.7%/yr

Co-workers of Claudia J. Shilo at BALLENTINE PARTNERS

Name Title In Position Since
Kyle J. Schaffer Vice President, Elected Manager January-2010
Gregory L. Peterson Vice President January-2010
Andrew J. Mcmorrow President, Elected Manager October-2011
Coventry Edwards-Pitt Chief Wealth Advisory Officer / Vice President October-2011
Roy C. Ballentine Chief Compliance Officer January-2010
Roy C. Ballentine Ceo, Elected Manager October-2011
Thomas W. Bullitt Vice President October-2010
Paul M. Montrone Elected Manager December-2010
Paul M. Meister Elected Manager January-2012
William L. Braman Cio June-2012

BALLENTINE PARTNERS Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 25.9762% ETF 2.73% 2.55% 0.05% 0 8%
IVV 7.98862% ETF 2.64% 2.55% 0.01% 0 10%
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Claudia J. Shilo Office Address

WALTHAM, Massachusetts

Claudia J. Shilo Contact Information

Phone Number: 781-341-1300
Fax Number: 781-359-8412



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