Brian Kelleher, CFP®

FPA Annual Conference: Brian Kelleher on cultivating a meaningful mentorship

09/29/2017

On Monday, October 2, Wealth Planner Brian C. Kelleher will be presenting a session at the 2017 Financial Planning Association Annual Conference in Nashville, TN.

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Will Tickle, CFA

Speaking Engagement: Impact Investing for Profit

08/24/2017

On September 19, Will Tickle, CFA, our Director of Impact Investing, will speak on “Impact Investing for Profit: Constructing Portfolios That Help the World and Your Bottom Line”.

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Roy Ballentine, CLU, ChFC, CFP®, insurance

Speaking Engagement: Ballentine Partners Executive Chairman & Founder to present keynote at 2017 Insider’s Forum

08/17/2017

On Thursday, September 7, 2017, Executive Chairman and Founder, Roy Ballentine, CLU, ChFC, CFP®, will present a keynote address at Bob Veres’ Insider’s Forum Conference.

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

Claudia Shilo named as a Hoffman-Hass Fellow

08/14/2017

Chief Financial Officer Claudia Shilo, MPASsm, CFP®, PFS, was among the most recent graduating cohort of the Hoffman-Haas Fellowship as part of their 2017 Central Region summer cohort.

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Sheila Lawrence, MALD, CFP®

Speaking Engagement: Finding Career Fit

08/04/2017

Sheila Lawrence, MALD, CFP®, will speak at Noonan Scholars’ Summer Academy August 9 on their panel “Finding Career Fit”, enlightening students about her personal experience of carving her own path and discovering the right field for her. 

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

Coventry Edwards-Pitt interview featured in Legacy Arts Magazine

07/07/2017

Legacy Arts Magazine featured Coventry Edwards-Pitt in an article on how parents can raise their children to reflect their family’s values.

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Will Tickle, CFA

Will Tickle featured in the Toniic T100 Impact Report

06/29/2017

“Toniic’s T100: Insights from Impact Advisors and Consultants 2017” featured Will Tickle, CFA, Director of Impact Investing.

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Ballentine Partners logo

Ballentine Partners named to the FT 300 list of top RIAs for 2017

06/22/2017

Ballentine Partners was named to the fourth annual Financial Times 300 Top Registered Investment Advisors. This marks Ballentine’s fourth consecutive appearance on the list.

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

Speaking Engagement: Gearing Up Conference

06/16/2017

Senior Client Advisor Leah M. Warren, CFP®, led the workshop “Mastering Your Money” at the Gearing Up Conference at Bentley University.

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Michael Chimento, CFA, funds, private

Speaking Engagement: SuperReturn US East Conference

06/13/2017

Ballentine’s Senior Investment Advisor, Michael P. Chimento, CFA, was a featured speaker at the SuperReturn US East Conference in Boston, MA.

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