Ballentine Partners Executive Chairman & Founder Roy Ballentine and President & CEO Drew McMorrow are speaking at Bob Veres’ Insider’s Forum on September 24, 2018. Together they will be leading the session “Successful Succession: A Case Study”, detailing strategies and best practices for setting and executing a succession plan. They will share insights in this intensive breakout session, drawing on their years in wealth management and their own recent experience with creating and enacting a succession plan.
Register on the Insider’s Forum website.
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.
Drew is President & CEO of the firm and is responsible for the day-to-day management of the company. He also continues to consult with families on all aspects of their financial lives. In addition to advising on the more traditional areas of wealth management, including investment, estate, insurance, tax and philanthropic planning, Drew leverages his consulting background to help families with their direct ventures and real estate opportunities. He also has a specialized expertise in helping families build and realize a vision for their foundation, integrating its planning with the family’s values, and helping his clients generate a sense of reward and accomplishment from their philanthropy. Learn more about Drew McMorrow.
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