Year: 2011
Claudia Shilo quoted by WSJ.com
12/12/2011Ballentine Partners’ Managing Director, Claudia Shilo, was recently quoted in the WSJ.com article “What’s Next? The Outlook for 2012”.
READ MOREClaudia Shilo featured in NAFPA Advisor Magazine
12/01/2011Ballentine 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 Named to “40-under-40” List by Boston Business Journal
10/20/2011Ballentine 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 Appoints Drew McMorrow as President, Coventry Edwards-Pitt as Chief Wealth Advisory Officer
10/18/2011Firm founder Roy Ballentine to remain actively involved as Chairman
READ MORECoventry Edwards-Pitt quoted in Dow Jones Newswire
07/29/2011Ballentine Partners’ Managing Director, Coventry Edwards-Pitt, was recently quoted in the Dow Jones Newswire “Making Plans for Dementia”
READ MORECoventry Edwards-Pitt quoted in Investment News
05/25/2011Ballentine 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 quoted in Investment News
05/22/2011Ballentine Partners’ Senior Investment Advisor, Kyle Schaffer, was recently quoted in the Investment News article “Risk-minded investors shift focus to alternative funds”
READ MORECoventry Edwards-Pitt quoted in The New York Times
05/13/2011Ballentine Partners’ Managing Director, Coventry Edwards-Pitt, was recently quoted in The New York Times article “Wealthy Hesitate to Take a Break on Estate Taxes”
READ MOREBallentine Partners appoints Lorne Adrain as Managing Director
05/04/2011Ballentine 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 quoted in Worth Magazine
03/31/2011Ballentine Partners’ Senior Client Advisor, Drew McMorrow, was recently quoted in a
Worth Magazine article “Top 10 Ways to Transfer Wealth”