Independent wealth management firm Ballentine Partners has appointed Elisa Gruber Lustig as Director of Private Investing.“Elisa’s excellent track record and deep relationships across buyouts, growth equity, venture capital, and turnaround strategies are an important addition as we continue to build a world-class private investment program for our clients,” says Drew McMorrow, President & CEO of Ballentine Partners. “We’re excited to welcome her to Ballentine Partners given how important private investments—both fund investments and direct deals—are to our clients.”
“The private investing landscape presents exciting opportunities for family clients, and I am excited to help the firm build on its earlier successes in its private investment program,” sayts Elisa Lustig. “The firm’s holistic approach to building customised investment portfolios for clients, and its client-first approach make it a unique and special place.”
Prior to joining Ballentine Partners, Gruber Lustig spent 14 years at Liberty Mutual Investments where she helped lead the private equity group. Earlier in her career she worked at Jarislowsky Fraser Limited, a portfolio management firm in Montreal. Gruber Lustig received her MBA from the Brandeis International Business School and earned her Bachelor of Commerce from Concordia University.