Year: 2014

Speaking Engagement: Women in the Financial Planning Industry
12/23/2014Leah Warren was a featured panelist at Bentley University’s panel, speaking with, and about, women in the financial planning industry.
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Will Braman was quoted in the WSJ on Stocks
12/12/2014The Wall Street Journal speaks with Will Braman about the impact of the recent drop in oil prices
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Will Tickle Interviewed for World Economic Forum Report
12/02/2014Will Tickle, Senior Investment Advisor & Director of Impact Investing, was a contributor to the World Economic Forum report “Impact Investing: A Primer for Family Offices”. The report acts as a guide for those interested in delving into impact investing for their clients.
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Financial Advisor IQ interviews Will Braman on “Normal” Volatility
11/25/2014Will Braman, Ballentine Partners’ Chief Investment Officer, was interviewed by Financial Advisor IQ on his thoughts on “normal” volatility and the market as we approach year end and the outlook for 2015 given recent market volatility.
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MarketWatch speaks with Covie Edwards-Pitt on passing on money lessons to children during the holidays
11/24/2014Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, spoke with MarketWatch on money lessons in their article, “This Thanksgiving, share your family’s ‘money history’.”
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The Wall Street Journal speaks with Covie Edwards-Pitt about passing money lessons onto children
11/22/2014Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, talks about passing money lessons onto children in The Wall Street Journal article, “The Holiday Opening for Family Discussions: You Can Talk About Family Finances Without Ruining Dinner.”
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Family Wealth Report features Covie Edwards-Pitt’s book “Raised Healthy, Wealthy & Wise”
11/21/2014Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer was featured in Family Wealth Report’s exclusive interview “Passing On Wisdom, Raising Responsible Children With Wealth – New Book.” (Subscription required
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Financial Advisor IQ speaks with Will Braman and Alex Knapp on Liquid Alts
11/20/2014Will Braman and Alex Knapp were quoted in the recent Financial Advisor IQ article on liquid alternatives.
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Covie Edwards-Pitt blogs for Family Office Exchange
11/11/2014With toy catalogues in the mailbox and Thanksgiving right around the corner, I’ve been finding myself thinking a lot lately about the gifts we give to our children and which ones they end up being truly thankful for when they are older…
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Covie Edwards-Pitt speaks with The Wall Street Journal about raising children amid wealth
11/05/2014The Wall Street Journal interviews Coventry Edwards-Pitt, Chief Wealth Advisory Officer at Ballentine Partners and author of “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way.”
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