The Ballentine Partners CFP Scholarship Application Window is Now Open

08/24/2022

We are thrilled to announce that the application window is now open for the Ballentine Partners Scholarship that aims to create a diverse financial planning profession. Ballentine Partners has committed to funding a $100,000 scholarship in partnership with the CFP Board’s Center for Financial Planning to help support Black and Latinx CFP® candidates working to complete the education coursework required to earn their CERTIFIED FINANCIAL PLANNER™ credential.

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Ballentine Partners – Impact Report Video

07/11/2022

Watch our latest video where Jennifer Murtie, Akeiva Ellis, Will Tickle, Julie Pulda, and Humberto J. Soares talk about the company’s 2021 annual Impact Report. Each year a new Impact Report is written to summarize Ballentine Partners’ progress and share our learnings and evolution as a business.

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Ballentine Broadcast, Conversations on Black Wealth, was a finalist at this year’s Advisor Podcast Awards

06/27/2022

Conversations on Black Wealth, a podcast hosted by Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, was a finalist at this year’s Advisor Podcast Awards.

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Akeiva Ellis Recognized with Standing Ovation Award

06/27/2022

We are pleased to announce that Ballentine Partners’, Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, has been honored with AICPA’s Personal Financial Planning Standing Ovation Award. The AICPA’s Standing Ovation program recognizes young CPAs who exhibit exemplary professional achievement in personal financial planning, business valuation, forensic accounting, information management, and technology assurance.

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Senior Client Advisors, Will Tickle and Sheila Lawrence, recently featured on the podcast Better Money, Better World 

06/24/2022

Featured on the Better Money, Better World podcast, Will Tickle, CFA, and Sheila Lawrence, MALD, CFP®, CAP®, discuss multi-generational wealth values, such as raising children who are grounded, engaged, and empowered to use their resources toward goals for the family, community, and society.

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Deb Whitney awarded Accredited Estate Planner® Designation 

06/24/2022

Debra Whitney, CFP®, CAP®, AEP®, MS, was among a group of seven advisors in the Boston community that received the AEP® designation.

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Julie Pulda hosted Ask the Expert session for Invest for Better

06/24/2022

This month, Julie Pulda, Impact Investing Manager, hosted the Ask the Expert: Private Investment and Fund Managers session for Invest for Better.

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Ballentine Partners publishes third annual Impact Report

04/22/2022

Each year we write this report to summarize our progress, hold ourselves accountable, and to share our learnings and evolution as a business. We are pleased to share our third annual Impact Report. We hope you will enjoy reading this report, and, as we always do, we seek feedback, suggestions, and wisdom from others.

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Ballentine Partners Announces Two New Partners: Emily Cashman and Elisa Lustig

03/01/2022

WALTHAM, MA (March 1, 2022) – Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is delighted to announce two new partners: Senior Client Advisor Emily Cashman and Director of Private Investing Elisa Lustig. This brings our total number of employee owners to 21 and our partner to employee ratio to 20%.

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