Claudia Shilo, MPASsm, CFP®, CPA, PFS, Barron's

Claudia Shilo quoted by WSJ.com

12/12/2011

Ballentine Partners’ Managing Director, Claudia Shilo, was recently quoted in the WSJ.com article “What’s Next? The Outlook for 2012”.

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Claudia Shilo, MPASsm, CFP®, CPA, PFS, Barron's

Claudia Shilo featured in NAFPA Advisor Magazine

12/01/2011

Ballentine Partners’ Managine Director, Claudia Shilo, was featured in the NAPFA Advisor Magazine Article “A Match Made in Heaven”.

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Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

Coventry Edwards-Pitt Named to “40-under-40” List by Boston Business Journal

10/20/2011

Ballentine Partners’ Chief Wealth Advisory Officer, Coventry Edwards-Pitt, was selected as one of Boston Business Journal’s “40-under-40”.

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Ballentine Partners logo

Ballentine Partners Appoints Drew McMorrow as President, Coventry Edwards-Pitt as Chief Wealth Advisory Officer

10/18/2011

Firm founder Roy Ballentine to remain actively involved as Chairman

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Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

Coventry Edwards-Pitt quoted in Dow Jones Newswire

07/29/2011

Ballentine Partners’ Managing Director, Coventry Edwards-Pitt, was recently quoted in the Dow Jones Newswire “Making Plans for Dementia”

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Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

Coventry Edwards-Pitt quoted in Investment News

05/25/2011

Ballentine Partners’ Managing Director, Coventry Edwards-Pitt, was recently quoted in the Investment News article “Dear Mom and Dad: Camp is great; I won a medal for investing!”

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Kyle Schaffer, CFA, FSA

Kyle Schaffer quoted in Investment News

05/22/2011

Ballentine Partners’ Senior Investment Advisor, Kyle Schaffer, was recently quoted in the Investment News article “Risk-minded investors shift focus to alternative funds”

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

Coventry Edwards-Pitt quoted in The New York Times

05/13/2011

Ballentine Partners’ Managing Director, Coventry Edwards-Pitt, was recently quoted in The New York Times article “Wealthy Hesitate to Take a Break on Estate Taxes”

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Ballentine Partners logo

Ballentine Partners appoints Lorne Adrain as Managing Director

05/04/2011

Ballentine Partners has named Lorne Adrain, CLU, as Managing Director. Mr. Adrain has joined the firm to lead business development activities.

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Drew McMorrow, MBA, CFP®

Drew McMorrow quoted in Worth Magazine

03/31/2011

Ballentine Partners’ Senior Client Advisor, Drew McMorrow, was recently quoted in a
Worth Magazine article “Top 10 Ways to Transfer Wealth”

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