Coventry Edwards-Pitt, CFA, CFP®, featured on The Business of Family Podcast

09/14/2020

Covie 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.

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Ballentine Partners Welcomes Elliot Rotstein

09/09/2020

Ballentine Partners, a leading independent wealth management firm headquartered in Waltham, Massachusetts, welcomed Elliot Rotstein as Senior Client Advisor.

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Ballentine Partners Names Eryn-Ashlei Bailey as Chief of Staff

06/01/2020

Ballentine Partners, a leading independent wealth management firm headquartered in Waltham, Massachusetts, welcomed Eryn-Ashlei Bailey as the firm’s Chief of Staff.

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Ballentine Partners Welcomes Sean Edwards, CFP®

05/29/2020

WALTHAM, 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.

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Ballentine Partners Welcomes Elisa Gruber Lustig

03/30/2020

Ballentine 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.

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Akeiva Thomas to be featured on PlanStronger TV

02/21/2020

Wealth Planning Associate, Akeiva Thomas, MSFP, CPA/PFS, CFP® will be a featured guest on Season 5 of PlanStronger TV.

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Ballentine Partners publishes first Impact Report

02/19/2020

We 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.

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Coventry Edwards-Pitt featured on Effective Family Office Podcast

01/22/2020

Hosted 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.

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