Bruce D. Simon, CFA, CPWA®

Bruce Simon quoted in the Wall Street Journal

11/05/2010

Ballentine Partners’ Chief Investment Officer, Bruce Simons, was recently quoted in The Wall Street Journal article “Banks Climb But Stocks Flat”

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Coventry Edwards-Pitt, CFA, CFP®, Grandchildren, finance, lead, family office forum

Coventry Edwards-Pitt quoted in The New York Times

11/04/2010

Ballentine Partners’ Managing Director, Coventry Edwards-Pitt, was recently quoted in The New York Times article “Discussing Family Money Without the Family Drama”

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Coventry Edwards-Pitt, CFA, CFP®, Grandchildren, finance, lead, family office forum

Coventry Edwards-Pitt quoted in The New York Times

10/29/2010

Ballentine Partners’ Managing Director, Coventry Edwards-Pitt, was recently quoted in The New York Times article “Keeping Both Spouses in the Financial Picture”

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Bruce D. Simon, CFA, CPWA®

Bruce Simon quoted in the Wall Street Journal

09/30/2010

Ballentine Partners’ CIO, Bruce Simon, was recently quoted in the Wall Street Journal article “US Stocks Fall, Capping Strong Month On Weak Note; DJIA Off 23”

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Coventry Edwards-Pitt, CFA, CFP®, Grandchildren, finance, lead, family office forum

Coventry Edwards-Pitt quoted in Investment News

08/22/2010

Ballentine Partners’ Managing Director, Coventry Edwards-Pitt, was recently quoted in the Investment News article “Tax fears spell opportunity for insurance agents”

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Bruce D. Simon, CFA, CPWA®

Bruce Simon quoted in the Wall Street Journal

08/04/2010

Ballentine Partners’ CIO, Bruce Simon, was recently quoted in the Wall Street Journal article (print and online) “US Stocks Climb On Better-Than-Expected Employment Signs”

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Bruce D. Simon, CFA, CPWA®

Bruce Simon quoted in Reuters

07/02/2010

Ballentine Partners’ CIO, Bruce Simon, was recently quoted in the Reuter’s article “Analysis: Impact of ETFs in late-day market volatility”

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Ballentine Partners, LLC and Perspecta Trust Capitalize on Modernization of New Hampshire Trust laws

02/16/2010

Perspecta Trust chooses Ballentine Partners as the Multi-Family Office they want to use to serve their clients

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