Year: 2018

Sheila Lawrence on having “The Philanthropy Talk” with clients
12/12/2018Partner and Senior Client Advisor Sheila C. Lawrence, MALD, CFP®, CAP®, was a featured panelist at an event hosted jointly by The Boston Foundation, The Boston Estate Planning Council, The Philanthropic Initiative, and the Massachusetts Society of CPAs entitled “The Philanthropy Talk: How Do I Do It & Why Do I Have To?”.
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Sheila Lawrence featured at the NEID Global Changemakers Gala
11/29/2018Sheila C. Lawrence, MALD,CFP®, CAP®, was featured at the New England International Donors Global Changemakers Gala, held on November 28, 2018.
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Ballentine Partners Welcomes Emily Cashman Magno
11/13/2018Ms. Cashman Magno will be joining Ballentine’s highly accomplished team to be a strategic partner to her clients, helping them to creatively solve problems and align their financial plans with their goals and values.
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Our Community Gifts Committee announces our support of a number of non-profits
11/09/2018Our commitment to philanthropy continues this quarter with our support of a number of local and national charitable organizations.
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Ballentine Partners at BU’s Financial Planning Career Night
11/01/2018Ballentine’s own Jake Northrup, CFP®, CFA, will be speaking at BU’s upcoming career night with the Financial Planning Association on Wednesday, November 14.
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Ballentine employees show their support at More Than Words, a Boston-area non-profit
10/30/2018A team of Ballentine employees took a few hours out of their work day to assist the Boston-area non-profit, More Than Words.
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Will Tickle featured at Total Impact Boston
09/28/2018Senior Investment Advisor and Director of Impact Investing Will Tickle, CFA, will be speaking at Total Impact Boston on October 4, 2018.
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Roy Ballentine and Drew McMorrow speaking at Bob Veres’ Insider’s Forum
09/17/2018Ballentine Partners Executive Chairman & Founder Roy Ballentine and President & CEO Drew McMorrow are speaking at Bob Veres’ Insider’s Forum on September 24, 2018.
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Our Community Gifts Committee is delighted to announce our fall charitable beneficiaries
08/13/2018At Ballentine Partners, in addition to our passion for helping clients reach their philanthropic goals, we are also committed to philanthropy as a firm.
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Covie Edwards-Pitt to speak in Newton on planning to age well
07/18/2018Author and Chief Wealth Advisory Officer Coventry Edwards-Pitt will be speaking at the Newton Council on Aging on July 24.
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