News & Press

Roy Ballentine named one of “Boston’s Financial Champions” by AUM/Boston

Our Executive Chairman and Founder, Roy C. Ballentine, ChFC, CFP®, was named one of the next generation of Boston’s Financial Champions in the inaugural issue of AUM/Boston magazine. AUM/Boston is a new industry magazine that celebrates the area’s financial thought leaders.

Roy is the Executive Chairman and Founder of the firm. Roy dedicates his time to thought leadership, strategic oversight of client engagements, and coaching and training our team members.  Roy graduated from Yale University with a B.A. and an M.S. He is a Chartered Financial Consultant (ChFC) and a CERTIFIED FINANCIAL PLANNER™ practitioner. He has practiced as a fee-only financial advisor since 1984. Roy has been named repeatedly by Worth Magazine as one of the top 100 financial advisors in the United States.  Roy has served for many years on the Board of Trustees of Brewster Academy, a private secondary school located in the heart of Wolfeboro, NH. He is currently serving as the Chairman of the Board and Chair of the Investment Committee. Roy serves as a Trustee of the Wolfeboro Area Children’s Center in Wolfeboro, NH. Roy is a member of the statewide Board of Directors of the New Hampshire Charitable Foundation and serves on the Investment Committee. Learn more about Roy Ballentine.

 

“City of Champions” was written solely at the discretion of AUM/Boston. Ballentine Partners did not contribute any of the content featured in their piece. It is for informational use only. No fee was paid to participate.

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Ballentine is engaged, or continues to be engaged, to provide investment advisory services.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see individual post as to participation data). No ranking or recognition should be construed as a current or past endorsement of Ballentine by any of its clients.  ANY QUESTIONS: Ballentine’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

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