2018 | Ballentine Partners

Sheila Lawrence on having “The Philanthropy Talk” with clients

12/12/2018

Partner 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?”.

Sheila Lawrence featured at the NEID Global Changemakers Gala

11/29/2018

Sheila C. Lawrence, MALD,CFP®, CAP®, was featured at the New England International Donors Global Changemakers Gala, held on November 28, 2018.

Ballentine Partners Welcomes Emily Cashman Magno

11/13/2018

Ms. 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.

Our Community Gifts Committee announces our support of a number of non-profits

11/09/2018

Our commitment to philanthropy continues this quarter with our support of a number of local and national charitable organizations.

Ballentine Partners at BU’s Financial Planning Career Night

11/01/2018

Ballentine’s own Jake Northrup, CFP®, CFA, will be speaking at BU’s upcoming career night with the Financial Planning Association on Wednesday, November 14.

Ballentine employees show their support at More Than Words, a Boston-area non-profit

10/30/2018

A team of Ballentine employees took a few hours out of their work day to assist the Boston-area non-profit, More Than Words.

Will Tickle featured at Total Impact Boston

09/28/2018

Senior Investment Advisor and Director of Impact Investing Will Tickle, CFA, will be speaking at Total Impact Boston on October 4, 2018.

Roy Ballentine and Drew McMorrow speaking at Bob Veres’ Insider’s Forum

09/17/2018

Ballentine Partners Executive Chairman & Founder Roy Ballentine and President & CEO Drew McMorrow are speaking at Bob Veres’ Insider’s Forum on September 24, 2018.

White present with a silver bow in one corner with an tree branch below it on a white background

Our Community Gifts Committee is delighted to announce our fall charitable beneficiaries

08/13/2018

At Ballentine Partners, in addition to our passion for helping clients reach their philanthropic goals, we are also committed to philanthropy as a firm.

Cover of the book "Aged Healthy, Wealthy & Wise"

Covie Edwards-Pitt to speak in Newton on planning to age well

07/18/2018

Author and Chief Wealth Advisory Officer Coventry Edwards-Pitt will be speaking at the Newton Council on Aging on July 24.