James Pleat

James Pleat is a Wealth Planning Associate at Ballentine Partners, LLC. Prior to this role, James worked as an ESG & Climate Consultant at MSCI Inc. overseeing $6.3 million in ESG & Climate run rate for asset management and insurance clients. With a background in private wealth management at Brown Brothers Harriman, James supported Relationship Managers across client accounts and managed $2.1 billion in assets.

Additionally, James has experience as a Client Account Manager in Fund Accounting and as a Senior Risk Specialist in Private Banking. James also has a strong background in collegiate athletics, having been a four-year member and senior year captain of the Men's Varsity Golf Team at Dartmouth College.