2014 | Ballentine Partners

Leah M. Warren, CFP®, Financial Advisor, Financial Planning Industry

Speaking Engagement: Women in the Financial Planning Industry

12/23/2014

Leah Warren was a featured panelist at Bentley University’s panel, speaking with, and about, women in the financial planning industry.

Will Braman, Real Assets Adviser, Wall Street Journal, WSJ, Stocks

Will Braman was quoted in the WSJ on Stocks

12/12/2014

The Wall Street Journal speaks with Will Braman about the impact of the recent drop in oil prices

Investment News lists Ballentine Partners in their list of “The top-ranked fee-only U.S. RIAs by region”

12/11/2014

Ballentine Partners has been named one of the top-ranked fee-only U.S. RIAs by region. The list is ranked by total assets.

Will Tickle Interviewed for World Economic Forum Report

12/02/2014

Will 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.

Financial Advisor IQ interviews Will Braman on “Normal” Volatility

11/25/2014

Will 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.

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

MarketWatch speaks with Covie Edwards-Pitt on passing on money lessons to children during the holidays

11/24/2014

Coventry 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’.”

The Wall Street Journal speaks with Covie Edwards-Pitt about passing money lessons onto children

11/22/2014

Coventry 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.”

Book cover showing a boy riding a bicycle with an adult's hand on his back, Family Wealth Report

Family Wealth Report features Covie Edwards-Pitt’s book “Raised Healthy, Wealthy & Wise”

11/21/2014

Coventry 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

Financial Advisor IQ speaks with Will Braman and Alex Knapp on Liquid Alts

11/20/2014

Will Braman and Alex Knapp were quoted in the recent Financial Advisor IQ article on liquid alternatives.

Claudia Shilo, MPASsm, CFP®, CPA, PFS, FT 100

Financial Times lists Claudia Shilo in their list of “FT 100 US women financial advisors”

11/18/2014

Claudia Shilo, Ballentine Partners’ Chief Financial Officer, has been named one of the 100 Women Financial Advisors by Financial Times.

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Healthy, Wealthy and Wise Collection
At a certain level of wealth, money makes parenting harder, not easier. Raised Healthy, Wealthy & Wise breaks new ground in the field of raising children amid wealth by hearing from the success stories.
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