2020 | Ballentine Partners

Akeiva Thomas, MSFP, CPA/PFS, CFP®, speaks on “Breaking Money Silence” podcast

12/14/2020

Akeiva 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.

Coventry Edwards-Pitt, CFA, CFP®, featured in the Vault Career Guide to Wealth Management

12/10/2020

The 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.

Jennifer M. Eaton, JD, recognized for her work helping local charities

12/09/2020

Impact 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.

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.

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.

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.

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.

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.

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.

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.