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Sean Cleary

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Sean Cleary

Chief Compliance and Risk Officer | Ballentine Partners, LLC

Boston, Massachusetts, United States

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Sean Cleary

Summary

Sean Cleary is a seasoned Chief Compliance and Risk Officer at Ballentine Partners, leveraging over two decades of experience in finance and compliance. His extensive background includes leadership roles in risk management and operational due diligence across various financial institutions. Sean has a proven track record of enhancing organizational risk oversight and compliance frameworks, particularly in the investment management sector. He holds a Juris Doctor degree, which complements his expertise in legal compliance and financial regulations. Sean is known for his strategic approach to risk management and has successfully led teams through significant organizational changes. His work has spanned multiple financial services firms, where he has been instrumental in developing best-in-class audit programs and operational strategies. Outside of his professional endeavors, Sean is passionate about sustainability and innovation in the finance industry, seeking to integrate these values into his work. He is also an advocate for continuous learning and development in the fields of compliance and risk management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Sean Cleary

Work Experience

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Chief Compliance and Risk Officer at

Ballentine Partners, LLC

April 2024 - Present

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Principal/Advisor at

Ohashi Advisors

November 2019 - April 2024

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Director of Risk Management at

Boston Trust Walden Company

July 2020 - April 2024

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Vice President, Internal Audit at

Affiliated Managers Group, Inc.

September 2016 - October 2019

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Director, Compliance & Operational Due Diligence at

Prime Buchholz LLC

June 2010 - September 2016

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Chief Operating Officer at

Prime Buchholz LLC

April 2008 - November 2010

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Vice President - Strategic Planning and Development at

Evergreen Investments

October 1998 - April 2008

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Chief Operating Officer at

Jl Kaplan Associates

June 2005 - May 2007

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Sean Cleary

Education

Massachusetts School of Law, Juris Doctor (J.D.) Cum Laude

January 2013 - January 2016

University of Maine, Economics

January 1989 - January 1994

Frequently Asked Questions about Sean Cleary

What is Sean Cleary email address?

Sean Cleary's primary email address is *******@ballentinepartners.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Sean Cleary work for?

Sean Cleary is a Chief Compliance and Risk Officer at Ballentine Partners, LLC, a company specializing in Monetary Authorities-Central Bank.

Where Sean Cleary graduated from?

Sean Cleary holds a degree in from Massachusetts School of Law.

How can I directly contact Sean Cleary?

To contact Sean Cleary directly, you can use the email address *******@ballentinepartners.com. Complete contact information is available upon registration with Muraena.

Who is Sean Cleary?

Sean Cleary is a seasoned Chief Compliance and Risk Officer at Ballentine Partners, leveraging over two decades of experience in finance and compliance. His extensive background includes leadership roles in risk management and operational due diligence across various financial institutions. Sean has a proven track record of enhancing organizational risk oversight and compliance frameworks, particularly in the investment management sector. He holds a Juris Doctor degree, which complements his expertise in legal compliance and financial regulations. Sean is known for his strategic approach to risk management and has successfully led teams through significant organizational changes. His work has spanned multiple financial services firms, where he has been instrumental in developing best-in-class audit programs and operational strategies. Outside of his professional endeavors, Sean is passionate about sustainability and innovation in the finance industry, seeking to integrate these values into his work. He is also an advocate for continuous learning and development in the fields of compliance and risk management.

Sean`s contact details

mail

*******@ballentinepartners.com

*******@bostontrustwalden.com

***********@primebuchholz.com

*******@bostontrust.com

Colleagues

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Peter Chiappinelli Cfa Caia

Partner & Chief Investment Officer

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Sheila Chen Lawrence

Partner & Senior Client Advisor

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Barry Tubman

Partner & Chief Operating Officer

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Drew Mcmorrow

President & CEO

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Christopher Chandler

Partner & Chief Investment Officer

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Jennifer Eaton

Managing Director & Senior Client Advisor

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Adam Ochlis Cpa Mst

Chief Wealth Advisory Officer and Partner

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Alexa Steriti Carbone

Chief Of Staff

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