Ballentine Partners Announces a Scholarship to Create a More Diverse Financial Planning Profession

09/21/2021

Ballentine 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

08/27/2021

Akeiva 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

08/26/2021

Ballentine 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

08/20/2021

Akeiva 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

06/11/2021

Covie 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

06/11/2021

Partner 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

03/11/2021

Partner & 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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Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, named CFP Board Ambassador

03/11/2021

Please join us in congratulating our colleague Akeiva Ellis on being named CFP Board Ambassador. This is a position with national reach, focused on promoting the need for financial education and competent, ethical financial planning.

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Jennifer Christian Murtie, MBA, announced as Partner and featured on A New Lens podcast

03/11/2021

We are pleased to announce that Jen Murtie, Head of the High Net Worth Practice, has been named Partner. Her depth of operational, management, leadership, and advisory experience has been a tremendous asset to our High Net Worth group and the firm overall.

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Ballentine Partners publishes second annual Impact Report

03/11/2021

We are pleased to share our second annual Impact Report.

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