Year: 2019

Sheila Lawrence named onto Boston board of SCS Noonan Scholars
11/13/2019Sheila Lawrence, MALD, CFP®, CAP®, has been appointed to the Boston board of SCS Noonan Scholars where she will continue to increase the value and meaning of the program. In her work, Sheila is passionate about helping clients define and achieve their goals, guiding families in fully aligning their financial management with their values. She applies this passion for helping others to her work as a mentor for SCS Noonan Scholars and as a mentor to students.
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Roy Ballentine featured in “The Dimensions of Leadership,” the October Issue of Inside Information
10/29/2019What IS leadership? How do you cultivate it? Founder and Executive Chairman Roy Ballentine, ChFC, CFP®, was featured in the October issue of Bob Veres’ Inside Information where he shared his views on what makes an effective leader.
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Drew McMorrow spoke on how firms can define and communicate their identity
10/17/2019President & CEO Drew McMorrow, MBA, CFP®, spoke at The Family Wealth Alliance Fall Forum where he led a panel discussion on differentiation and brand awareness.
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Jennifer M. Eaton to speak on multi-family offices at SEFOF conference
09/11/2019Later this month, Jennifer M. Eaton, Partner & Senior Client Advisor, will speak at the Southeastern Family Office Forum a session designed to help families better understand single and multi-family offices.
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Roy Ballentine shares the importance of having a wealth management strategy
09/10/2019This week, Roy Ballentine, our Executive Chairman & Founder, is scheduled to speak at Bob Veres’ Insider’s Forum on Wealth Management Strategy Development.
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Ballentine Partners Moves Growing Florida Office
08/20/2019We are happy to announce our Palm Beach Gardens office has expanded to a new space located on PGA Boulevard, nearly doubling its square footage. The new space provides employees with state-of-the-art work space to facilitate internal and external collaboration and communication, while providing room to grow.
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Akeiva Thomas to speak at the FPA of MA’s NexGen Women’s Initiative event
08/20/2019Our very own Akeiva Thomas, MSFP, CPA/PFS, Wealth Planning Associate, shares her insights on how to successfully enter the financial planning industry in the Career Transitions panel hosted by the Financial Planning Association of Massachusetts.
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Talking positively about Aging with Family Wealth Report
07/29/2019Coventry Edwards-Pitt spoke with Joe Reilly about her book Aged Healthy, Wealthy & Wise.
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Julie Pulda speaking at the Impact Capitalism Summit in Nantucket
07/01/2019Julie Pulda, Impact Analyst, will be speaking at the Impact Capitalism Summit July 17-18 in Nantucket.
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Ballentine team volunteers to End 68 Hours of Hunger
06/17/2019A number of the Ballentine team in New Hampshire gave up time on their Friday to help raise money and food for the organization End 68 Hours of Hunger for the greater Wolfeboro area.
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