Year: 2021
“Class of 2021” New Hires Reflect on the Ballentine Partners’ Culture
12/15/2021Listen to Senior Wealth Advisor Michelle Soufan, CFP® and Senior Client Advisor Liz Campana, CFP®, CAP® discuss the role company culture played in their path to joining Ballentine Partners in 2021.
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Ballentine Partners Sponsors and Participates in the 2021 CFP Board Center for Financial Planning’s Fall Events
12/15/2021Ballentine Partners was thrilled to participate in the 2021 CFP Board Center for Financial Planning’s Diversity Summit & Career Fair that took place on November 17-19, and to be a Major Sponsor of this powerful event.
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Ballentine Partners has been recognized as one of Pensions & Investments Best Places to Work in Money Management in 2021
12/14/2021We are pleased to announce that we were selected as one of Pensions & Investments Best Places to Work in Money Management in 2021 based on our efforts to create a culture that supports employees and fosters their best work.
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Ballentine Partners Announces a Scholarship to Create a More Diverse Financial Planning Profession
09/21/2021Ballentine Partners is excited to start our first scholarship program that aims to advance the financial planning profession by growing the number and diversity of CFP® professionals. This scholarship provides financial assistance to qualified individuals who identify as Black or African American and/or Hispanic or Latino and who strive to obtain the CFP® certification.
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Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, receives the Financial Planning Rising Star award
08/27/2021Akeiva Ellis, Ballentine Partners’ Financial Education Specialist, was selected as a recipient of the Financial Planning Rising Star award.
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Ballentine Partners Grows Footprint in the Northeast
08/26/2021Ballentine Partners is pleased to announce its expansion to four office locations. To accommodate the firm’s continuing growth and align its New Hampshire office footprint with its flexible work-from-home policy, the firm is opening a new Seacoast Region office in Rochester, NH, in the fall of 2021. In addition, the firm is relocating its Wolfeboro, NH office from 55 Mill Street to a new location on Main Street in Wolfeboro that will open in early 2022.
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Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, recognized as a 2021 LUMINARY by ThinkAdvisor
08/20/2021Akeiva Ellis, Financial Education Specialist at Ballentine Partners, LLC, is recognized by ThinkAdvisor as a 2021 LUMINARY within the “Diversity & Inclusion Individuals – RIAs” category.
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Coventry Edwards-Pitt, CFA, CFP®, featured on Beyond the Balance Sheet podcast
06/11/2021Covie Edwards-Pitt was a a featured guest speaker on the Beyond the Balance Sheet podcast hosted by Diana Clark and Arden O’Conner.
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Jennifer M. Eaton Awarded Girl Scouts ‘Go-Getter’ Emerald Award
06/11/2021Partner and Senior Client Advisor Jennifer M. Eaton was awarded the ‘Go-Getter’ Emerald award from the Girl Scouts of Southeast Florida.
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Sheila Lawrence, MALD, CFP®, CAP®, accepts nomination onto the Community Advisory Board of WBUR
03/11/2021Partner & Senior Client Advisor Sheila Lawrence has accepted a nomination onto the Community Advisory Board of WBUR, Boston’s NPR News Station.
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