Year: 2020

Akeiva Thomas, MSFP, CPA/PFS, CFP®, speaks on “Breaking Money Silence” podcast
12/14/2020Akeiva Thomas, Wealth Planning Associate, was invited to speak on Kathleen Kingsbury’s podcast, “Breaking Money Silence,” about her YouTube channel devoted to promoting financial literacy, her millennial fans, and her mission to close the racial wealth gap.
READ MORE
Coventry Edwards-Pitt, CFA, CFP®, featured in the Vault Career Guide to Wealth Management
12/10/2020The Vault Career Guide to Wealth Management provides an insider’s perspective on what’s happening in the industry, what it takes to break in, and how to advance your career. Coventry Edwards-Pitt, Partner and Chief Wealth Advisory Officer, has written the introduction featured in the book and tells her own story on how she ended up in private wealth management at Ballentine Partners.
READ MORE
Jennifer M. Eaton, JD, recognized for her work helping local charities
12/09/2020Impact the Palm Beaches is a philanthropic organization where women collectively give to nonprofits in Palm Beach County to ignite transformational change. This year our very own Jenn Eaton is Chair of the organization and is leading the charge to award at least $159,000 to local charities.
READ MORE
Coventry Edwards-Pitt, CFA, CFP®, featured on The Business of Family Podcast
09/14/2020Covie Edwards-Pitt was featured on Mike Boyd’s podcast, The Business of Family. Listen in as host Mike Boyd and Covie Edwards-Pitt discuss passing knowledge, resources, values, and wealth to the next generation.
READ MORE
Ballentine Partners Welcomes Elliot Rotstein
09/09/2020Ballentine Partners, a leading independent wealth management firm headquartered in Waltham, Massachusetts, welcomed Elliot Rotstein as Senior Client Advisor.
READ MORE
Ballentine Partners Welcomes Sean Edwards, CFP®
05/29/2020WALTHAM, MA (May 29, 2020) – Ballentine Partners, a leading independent wealth management firm headquartered in Waltham, Massachusetts, welcomed Sean Edwards, CFP® as a Senior Wealth Advisor.
READ MORE
Ballentine Partners Welcomes Elisa Gruber Lustig
03/30/2020Ballentine Partners, a leading independent wealth management firm headquartered in Waltham, Massachusetts, announced that Elisa Gruber Lustig has joined the firm as the Director of Private Investing, where she will lead the firm’s private investing activities.
READ MORE
Akeiva Thomas to be featured on PlanStronger TV
02/21/2020Wealth Planning Associate, Akeiva Thomas, MSFP, CPA/PFS, CFP® will be a featured guest on Season 5 of PlanStronger TV.
READ MORE
Ballentine Partners publishes first Impact Report
02/19/2020We created an impact report that organizes and articulates the work we are doing to be a more sustainable firm across all aspects of our business.
READ MORE
Coventry Edwards-Pitt featured on Effective Family Office Podcast
01/22/2020Hosted by Angelo Robles, Covie Edwards-Pitt was the featured guest speaker on the podcast episode titled, “Longevity is a Gift, Only If You Know How to Use It,” where she shared stories and insights on aging from her book Aged Healthy, Wealthy & Wise.
READ MORE