Wealth Management Executive Joe Miller, Joins Ballast Rock Private Wealth as a Wealth Advisor. Joe, who will be based in New Canaan, CT, joins us from Merrill Lynch, where he was a Financial Advisor.

Wealth Management Executive Scott McClatchey, CFP®, Joins Ballast Rock Private Wealth as Senior Wealth Advisor. Mr. McClatchey is a seasoned wealth advisor who has been repeatedly awarded for the excellence of his work and will be based in Ballast Rock Private Wealth’s San Diego office.

Watch this video to learn why Ballast Rock Private Wealth was started.

Wealth Management Executive Jim Carroll Joins Ballast Rock Private Wealth as Senior Wealth Advisor and Portfolio Manager. Mr. Carroll, who will be based out of Ballast Rock’s Charleston office, will manage portfolios for high-net-worth families and individuals.

Ballast Rock Private Wealth Webinar - January 2023

During the webinar the team discuss the need for the 60/40 model to evolve so it can continue to best serve investors and advisors alike, why we’ve seen institutional investors increasing their allocations to private assets in recent years and why it’s time for individual investors to consider doing the same.

Ballast Rock Private Wealth, a Registered Investment Advisor with a focus on private-market investments, today announced that financial services executive Emily Glassman has joined as a Senior Advisor.