Directory

>

Sheila Chen Lawrence

avatar

Sheila Chen Lawrence

Partner & Senior Client Advisor | Ballentine Partners, LLC

Waltham, Massachusetts, United States

View contact details (it's free)

Sheila Chen Lawrence

Summary

Sheila Chen Lawrence is a seasoned financial advisor and partner at Ballentine Partners, LLC, where she specializes in wealth management and estate planning. With over 15 years of experience in the industry, she has a strong focus on philanthropy and impact investing, empowering families to navigate financial education and values across generations. Sheila holds a Master of Arts in Law and Diplomacy from Tufts University and is a CERTIFIED FINANCIAL PLANNER practitioner. Her previous roles include credit risk management at Bear Stearns, where she assessed risks for high-net-worth clients. She is actively involved in the Boston community, serving on the Board of Directors for Thrive Scholars, which supports low-income students of color, and the Lexington Community Farm Coalition, reflecting her commitment to sustainability. Sheila graduated Summa Cum Laude from UC Berkeley with a degree in Economics. She balances her professional life with family, living in Lexington, Massachusetts with her husband and two young children.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Sheila Chen Lawrence

Work Experience

company logo

Partner & Senior Client Advisor at

Ballentine Partners, LLC

March 2018 - Present

company logo

Managing Director & Senior Client Advisor at

Ballentine Partners, LLC

June 2007 - Present

company logo

Teaching Assistant at

Tufts University

January 2007 - May 2007

company logo

Intern - Government of Singapore Investment Corporation at

GIC

May 2006 - August 2006

💼

Global Credit Analyst at

Bear Stearns Companies LLC

July 2001 - July 2004

Logos provided by Logo.dev

Sheila Chen Lawrence

Education

Tufts University - The Fletcher School of Law and Diplomacy, Master Of Arts In Law And Diplomacy

January 2005 - January 2007

Harvard Business School, Coursework / Exchange-Cross-Registration

January 2006 - January 2007

University of California, Berkeley, B.A.

January 1999 - January 2001

New York University

January 1997 - January 1999

Frequently Asked Questions about Sheila Chen Lawrence

What is Sheila Chen Lawrence email address?

Sheila Chen Lawrence'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 Sheila Chen Lawrence work for?

Sheila Chen Lawrence is a Partner & Senior Client Advisor at Ballentine Partners, LLC, a company specializing in Monetary Authorities-Central Bank.

Where Sheila Chen Lawrence graduated from?

Sheila Chen Lawrence holds a degree in International Investment And Trade, International Negotiation And Conflict Resolution from Tufts University - The Fletcher School of Law and Diplomacy.

How can I directly contact Sheila Chen Lawrence?

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

Who is Sheila Chen Lawrence?

Sheila Chen Lawrence is a seasoned financial advisor and partner at Ballentine Partners, LLC, where she specializes in wealth management and estate planning. With over 15 years of experience in the industry, she has a strong focus on philanthropy and impact investing, empowering families to navigate financial education and values across generations. Sheila holds a Master of Arts in Law and Diplomacy from Tufts University and is a CERTIFIED FINANCIAL PLANNER practitioner. Her previous roles include credit risk management at Bear Stearns, where she assessed risks for high-net-worth clients. She is actively involved in the Boston community, serving on the Board of Directors for Thrive Scholars, which supports low-income students of color, and the Lexington Community Farm Coalition, reflecting her commitment to sustainability. Sheila graduated Summa Cum Laude from UC Berkeley with a degree in Economics. She balances her professional life with family, living in Lexington, Massachusetts with her husband and two young children.

Sheila`s contact details

mail

*********@ballentinepartners.com

Colleagues

avatar
Peter Chiappinelli Cfa Caia

Partner & Chief Investment Officer

avatar
Sean Cleary

Chief Compliance and Risk Officer

avatar
Barry Tubman

Partner & Chief Operating Officer

avatar
Drew Mcmorrow

President & CEO

avatar
Christopher Chandler

Partner & Chief Investment Officer

avatar
Jennifer Eaton

Managing Director & Senior Client Advisor

avatar
Adam Ochlis Cpa Mst

Chief Wealth Advisory Officer and Partner

avatar
Alexa Steriti Carbone

Chief Of Staff

View Contact details (it's free)
Request Profile Removal