CTOs on the Move

Ballentine Partners

www.ballentinepartners.com

 
Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine`s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it`s investment management and planning for an entrepreneur or a full suite of ...
  • Number of Employees: 100-250
  • Annual Revenue: $50-100 Million

Executives

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Truity Credit Union

Truity Credit Union was founded in 1939 by the Jane Phillips Sorority in Bartlesville, OK. Mildred Hunt was the first treasurer and she conducted credit union business at her desk in the pipeline department at Phillips Petroleum Company during her lunch break and after hours. At that time a single quarter opened a savings account which allowed members to obtain unsecured loans up to $50. From these beginnings we have developed into a full service financial institution offering checking accounts, savings accounts, auto loans, home loans, credit cards and more. Today our branches and offices provide service to members in our communities of Bartlesville, OK, Lawrence, KS, Fayetteville and Springdale, AR, and Houston, TX. As we continue to grow we know it is important to be accessible and are committed to serve our members` needs in person and through our extensive suite of online services. Truity Credit Union stands squarely on our credit union`s foundation of Trust and Integrity. The Credit Union reports to its members, not shareholders looking to make a profit. Any profits we make are returned to our membership by providing lower loan rates, higher dividends, and lower fees. We promise to treat everyone with respect, to be accurate and secure with member information, and make it easy for all to do business with us.