Episode 17

Jennifer Murtie on Leaving a Positive

Mar 3, 2021

Jeff Shafer, CEO of CommonGood Capital, is joined by Jennifer Murtie, Head of High Net Worth Practice and Senior Wealth Advisor at ‎Ballentine Partners, to chat about the early days of her career working at a single family office, how living in Africa for 18 years changed her as a person, her mission to help families think about how they can use their wealth in ways that are meaningful to them – and more.

A New Lens with CommonGood Capital
A New Lens with CommonGood Capital
#17 - Jennifer Murtie on Leaving a Positive
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Guest

Jennifer Murtie
Head of High Net Worth Practice and Senior Wealth Advisor at ‎Ballentine Partners
Jennifer Christian Murtie is Partner & Head of the High Net Worth Practice leading the firm’s High Net Worth team which caters to clients with $3.5 million – $20 million of investable assets and provides a fully integrated approach to financial planning and investment management. Prior to joining the firm in 2019, Jennifer worked for 15 years at Pathstone/Federal Street, most recently as Chief Operating Officer where she was a member of the Executive Committee. Jennifer has been featured in publications such as The Wall Street Journal, Private Wealth and Nonprofit News on her experience in the areas of philanthropy and impact investing. She was named a “Rising Star” in the wealth management and family office industry by Private Asset Management (PAM) magazine.

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