Ballentine Partners Moves Growing Florida Office

08/20/2019

We 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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College lecture

Akeiva Thomas to speak at the FPA of MA’s NexGen Women’s Initiative event

08/20/2019

Our 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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Older man showing something in his hand to a young girl, likely grandfather with grand daughter

Talking positively about Aging with Family Wealth Report

07/29/2019

Coventry Edwards-Pitt spoke with Joe Reilly about her book Aged Healthy, Wealthy & Wise.

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Julie Pulda

Julie Pulda speaking at the Impact Capitalism Summit in Nantucket

07/01/2019

Julie 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

06/17/2019

A 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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Leaf resting on rocks in shallow water

Ballentine sponsoring “Wellness Wednesdays” and more at Castle in the Clouds

06/07/2019

Ballentine Partners is sponsoring a number of events at Castle in the Clouds this summer in Moultonborough, NH.

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Ballentine team volunteers at Lexington Community Farm

06/06/2019

A group of Ballentine employees recently spent a few hours of their morning to visit local nonprofit Lexington Community Farm and help plant rows of tomato varieties and eggplants.

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Leah M. Warren, CFP®

Leah Warren speaking at the 2019 Gearing Up Conference

06/01/2019

Senior Client Advisor Leah M. Warren, CFP®, is speaking at the 2019 Gearing Up conference tomorrow at Bentley University’s Center for Women and Business.

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Drew McMorrow, MBA, CFP®

Drew McMorrow speaking at the FOX Wealth Advisor Forum

04/24/2019

President & CEO Drew McMorrow, MBA, CFP®, will be speaking at the Family Office Exchange Wealth Advisor Forum next Thursday, May 2.

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William Tickle, CFA

Will Tickle speaking at the Impact Capitalism Summit in Denver

04/22/2019

Will Tickle, CFA, Partner, Senior Investment Advisor, & Director of Impact Investing, will be speaking at the Impact Capitalism Summit in Denver this week.

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