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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A single green clover in front of a blurry green background

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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Emily Cashman Magno

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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Book cover showing a boy riding a bicycle with an adult's hand on his back, Family Wealth Report

Raised Healthy, Wealthy & Wise featured in Money.com article on experts’ resources for raising financially fit kids

04/11/2019

Raised Healthy, Wealthy & Wise by Covie Edwards-Pitt, CFA, CFP®, was featured in the Money.com article “How to Teach Your Kids About Money — and Make Them WANT to Do Chores — According to Family Finance Experts”.

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Julie Pulda

Jules Pulda guest judging the Fletcher Social Investment Group’s Project Showcase

04/10/2019

Julie Pulda, Impact Analyst, will be a featured judge at her alma mater Tufts University’s Fletcher Social Investment Group’s (FSIG) Project Showcase on April 17.

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Deb Whitney, CFP®, CAP®, MS

Ballentine Partners Names Debra A. Whitney as Partner

04/02/2019

Ballentine Partners is pleased to announce Debra A. Whitney as a new partner. The 19 existing partners are proud to include Ms. Whitney in their cohort, recognizing not only her excellence and leadership role in the firm and dedication to her clients, but also her deep involvement in finance and philanthropy across greater Boston.

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Christopher C. Chandler, CFA, CAIA

Chris Chandler speaking at Opal Group’s Impact Investing Forum

03/26/2019

Partner and Senior Investment Advisor Christopher C. Chandler, CFA, CAIA, will be speaking at Opal Group’s 4th annual Impact Investing Forum next Monday, April 1.

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