Anja Saloranta, Chief Operating Officer, Ballentine Partners, COO

Ballentine Partners Welcomes Chief Operating Officer, Anja Saloranta, MBA

12/15/2016

Ballentine Partners, the independent wealth management firm headquartered in Waltham, Massachusetts, welcomed Anja Saloranta as the firm’s first Chief Operating Officer. In her role as COO, Ms. Saloranta works with the President and CEO, Drew McMorrow, in the management of the firm and leading strategic initiatives.

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

Speaking Engagement: Harvard Business School Finance Conference 2016

12/04/2016

On Sunday December 4th, our Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, spoke at Harvard Business School’s Finance Conference, sharing her insights on gender, diversity, and the realities of the finance industry.

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Stephen Hopkins, CPA

Stephen Hopkins Joins the Ballentine Partners Team

09/15/2016

Stephen Hopkins has joined Ballentine Partners, the independent wealth management firm, as a Shareholder and Senior Client Advisor in our flagship office located in Wolfeboro, New Hampshire.

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

Coventry Edwards-Pitt named to the Investment News 40 Under 40 for 2016

07/16/2016

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, was named to the Investment News 40 Under 40 for 2016.

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Ballentine Partners logo

Ballentine Partners named to the FT 300 list of RIAs in 2016

06/29/2016

The Financial Times released their annual list of 300 RIA companies in 2016. Ballentine Partners was just one of 17 Registered Investment Advisors named in the state of Massachusetts.

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Drew McMorrow, MBA, CFP®

Financial Times Interviews Drew McMorrow on Behavioral Finance

06/17/2016

Financial Times interviewed President & CEO Drew McMorrow for the article “Success with money is in the mind”.

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Bruce D. Simon, CFA, CPWA®

Ballentine Partners Welcomes Back Bruce Simon

06/01/2016

Ballentine Partners is thrilled to welcome Bruce Simon back to the firm, this time in the firm’s Florida office in the role of Managing Director and Director of Portfolio Research.

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

Financial Advisor Magazine Features Leah Warren as One of “10 Young Advisors to Watch”

05/02/2016

Leah Warren, Senior Client Advisor, was featured in Financial Advisor Magazine’s May 2016 in their article “10 Young Advisors to Watch”.

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

Speaking Engagement: What the Financial Services Industry Really Thinks About Hiring, Advising and Promoting Millennial Women, Leah Warren

04/28/2016

Leah Warren, Senior Client Advisor, spoke at Bentley University on a panel discussing millennial women in the financial planning industry.

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Ballentine Partners logo

Ballentine Partners Announces Two New Partners

04/20/2016

Please join us in congratulating Adam Ochlis and Austin Poirier as they are the most recent additions to our partnership team, bringing our partner to employee ratio to 22%.

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