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John Brody Email & Phone Number

Wealth Planner at Ballentine Partners, LLC
Location: Dedham, Massachusetts, United States 12 work roles 1 school
1 work email found @wayfair.com 2 phones found area 978 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@wayfair.com
Direct phone (978) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Wealth Planner
Location
Dedham, Massachusetts, United States

Who is John Brody? Overview

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Quick answer

John Brody is listed as Wealth Planner at Ballentine Partners, LLC, based in Dedham, Massachusetts, United States. AeroLeads shows a work email signal at wayfair.com, phone signal with area code 978, and a matched LinkedIn profile for John Brody.

John Brody previously worked as Instructor at Harvard Extension School and Senior Category Manager at Wayfair. John Brody holds Bachelor Of Arts (B.A.), Government from Franklin & Marshall College.

Company email context

Email format at Ballentine Partners, LLC

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{first_initial}{last}@wayfair.com
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AeroLeads found 1 current-domain work email signal for John Brody. Compare company email patterns before reaching out.

Profile bio

About John Brody

Accomplished Financial Service and Consumer Retail professional with 10+ years experience in leading teams, creating new business opportunities, building strong relationships and championing empathetic team cultures. Passion for problem solving, collaborating, creative thinking, and leveraging innovative approaches - with a strong track record of achieving lofty goals. Comfortable with being uncomfortable - seeking continuous improvement through intellectual curiosity and taking risks.

Listed skills include Customer Service, International Relations, Capital Markets, Statistics, and 14 others.

Current workplace

John Brody's current company

Company context helps verify the profile and gives searchers a useful next step.

Ballentine Partners, LLC
Ballentine Partners, Llc
Wealth Planner
Dedham, MA, US
AeroLeads page
12 roles

John Brody work experience

A career timeline built from the work history available for this profile.

Instructor

Current

Cambridge, Massachusetts

- Co-Instruct up to six two-day courses a year on various innovation frameworks and methodologies – including Design Thinking, S-Curves, Innovation Gap Analysis, the Medici Effect, and Blue Ocean Strategy. - Lead a “Lean Start-Up” project that incorporates innovation methodologies taught in class and focuses on creating and expanding new business ideas.

Mar 2016 - Present

Senior Category Manager

Boston, Massachusetts, United States

- Led the Cat and Specialty Pet verticals, which collectively grew ~70% (YoY CAGR) since 2019.- Defined overarching goals and strategy and managed key business metrics; key cross-functional partners included supply chain and logistics, marketing, advertising, promotions, merchandising, pricing, competitive intelligence, and specialty and flagship retail brands.- Managed top supplier relationships and optimize performance by hosting bi-weekly and monthly meetings with senior executives.- Led key pricing, logistics, exclusivity, and accelerant program negotiations with supplier portfolio.- Conceptualized and led the Pet Category’s Outdoor Furniture strategy (representing ~40% of total Pet Category sales); created a comprehensive long-term strategic project plan, OKRs and KPIs to track and measure success, and identified opportunity areas; efforts resulted in ~60% YoY CAGR growth since 2021.- Led the Housewares NPS Task Force to address employee concerns and improve day-to-day life at Wayfair; efforts resulted in higher retention rates and increased NPS scores across Category Management.

Aug 2022 - Jan 2024

Category Manager

Boston, Massachusetts

May 2019 - Aug 2022

Associate Director, Global Business Development

Boston, Massachusetts

Cambridge Associates is a leading global investment firm. We help private clients, endowments & foundations, and pension plans implement and manage custom investment portfolios that generate outperformance so they can maximize their impact on the world. We work with ultra-high-net-worth families and individuals at various stages of the investment lifecycle helping them to prepare for generational wealth transfers, establish governance processes, and educate family members on how to preserve and grow their wealth. We also assist in establishing and managing private foundations to support our clients philanthropic endeavors. Cambridge Associates delivers a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, staff extension, and asset class mandates.- Proactively identified and vetted new prospects to ensure overall fit within the Cambridge Associates community and led prospect meetings to communicate the firm’s service offering; efforts contributed to over $2 million in new revenue in 2018. - Customized external materials based on prospects’ investment needs and objectives, current and projected market environments, and specific areas of focus such as family governance, tax strategy, trust structures, and investment education for families and individuals. - Created and refined the Private Client Practice’s proactive outreach strategy, which utilized internal and external networks, as well as predictive data methodologies to strategically generate new business leads.- Represented Global Business Development throughout new employee training, and presented an overview of Cambridge Associates and its role in the financial services industry.- Created and implemented a firm-wide innovation rollout plan, which established global innovation goals, internal innovation design-thinking processes, innovation measurement tools, continuous feedback loops, and resulted in updated firm-wide values focused on future growth.

Jan 2018 - May 2019

Senior Associate, Global Business Development

Boston, Massachusetts

Apr 2015 - Jan 2018

Client Associate

Boston, Massachusetts

Federal Street Advisors provides conflict-free wealth advisory services and investment consulting to high net worth individuals, nonprofit organizations, and foundations. We have particular expertise in working with clients in transition, generational wealth transfer and clients interested in aligning their investments with their values or mission.Supported the Investment Advisory Team in the implementation of client investment strategies. In addition to working directly with clients, day-to-day responsibilities included the preparation of investment performance materials, client presentations, allocation proposals, and execution of client trades/money movement.

Sep 2013 - Apr 2015

Documentation And Registration Specialist

Documentation and Registration Specialist who assisted financial institutions invest in foreign Registration Markets. Provides insight, strategic thinking, guidance and completes documentation on behalf of clients such as Goldman Sachs, Vanguard, J.P. Morgan, Consulting Group Capital Markets Funds, PIMCO, Scottish Investment Trust, First Trust and BBH Cayman Trust Clients. Also communicated with Sub-Custodian banks in foreign Registration Markets in order to launch funds, and gain insight to the intricacies of the specific markets.

Jun 2011 - Aug 2013

Aid To Representative

Massachusetts State House
May 2009 - Aug 2009
1 education record

John Brody education

FAQ

Frequently asked questions about John Brody

Quick answers generated from the profile data available on this page.

What company does John Brody work for?

John Brody works for Ballentine Partners, LLC.

What is John Brody's role at Ballentine Partners, LLC?

John Brody is listed as Wealth Planner at Ballentine Partners, LLC.

What is John Brody's email address?

AeroLeads has found 1 work email signal at @wayfair.com for John Brody at Ballentine Partners, LLC.

What is John Brody's phone number?

AeroLeads has found 2 phone signal(s) with area code 978 for John Brody at Ballentine Partners, LLC.

Where is John Brody based?

John Brody is based in Dedham, Massachusetts, United States while working with Ballentine Partners, LLC.

What companies has John Brody worked for?

John Brody has worked for Ballentine Partners, Llc, Harvard Extension School, Wayfair, Cambridge Associates, and Federal Street Advisors.

How can I contact John Brody?

You can use AeroLeads to view verified contact signals for John Brody at Ballentine Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did John Brody attend?

John Brody holds Bachelor Of Arts (B.A.), Government from Franklin & Marshall College.

What skills is John Brody known for?

John Brody is listed with skills including Customer Service, International Relations, Capital Markets, Statistics, Global Custody, Foreign Investment, Securities, and Asset Allocation.

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