2023 | Ballentine Partners

Ballentine Partners Named a Barron’s Top 100 RIA Firm

09/18/2023

We are pleased to announce that we have been named a Barron’s Top 100 RIA Firm!

We are excited to join the esteemed group of advisors who meet Barron’s strict quantitative and qualitative criteria. Barron’s Advisor 8th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.

For more information about their methodology click here. Please close the subscription appeal box to see the full methodology.

No ranking or recognition Ballentine Partners receives from publishers or other organizations should be construed as a guarantee of favorable results if one were to engage Ballentine Partners to provide investment advisory or other services. Also, the achievement of professional designations, certifications, degrees, licenses or years of experience as an advisor does not guarantee desired outcomes or investment results.

Ballentine Partners has no affiliation with the publishers or other organizations whose survey results are shown here, nor did Ballentine Partners pay any fee or offer any other consideration associated with the survey or ranking. Survey results and rankings are based on the methodology of the sponsoring organization. The methodology is described in the associated article. No ranking or recognition should be construed as an endorsement by any past or current client of Ballentine Partners. Ballentine Partners will be glad to address any questions you may have.

Sean Edwards and Deb Whitney continue our relationship at The Boston Foundation

06/21/2023

We are excited to continue our longstanding relationship with The Boston Foundation. This year, Sean Edwards, CFP®, will be joining the Professional Advisors Network, and Debra A. Whitney, CFP®, CAP®, AEP®, MS, will be joining the Professional Advisors Committee.

BALLENTINE PARTNERS WELCOMES KELLY LORA EWART AS HEAD OF MARKETING

04/26/2023

We are pleased to announce that Kelly Lora Ewart has joined the firm as Head of Marketing. In this newly formed role, Kelly will lead the firm’s marketing department and create strategies to enhance the firm’s brand and position it for continued success.

Debra Whitney Elected Officer of the Boston Estate Planning Council

04/06/2023

Congratulations to Partner and Senior Client Advisor, Debra A. Whitney, CFP®, CAP®, AEP®, MS, who has been elected as the Treasurer for the 2023-2024 term with the Boston Estate Planning Council (BEPC). Deb has been an active member of BEPC for several years and has dedicated her time and expertise to various committees.

Ballentine Partners Publishes Fourth Annual Impact Report

03/30/2023

We are delighted to present our annual Impact Report, highlighting the philanthropic, community, sustainability, and firm cultural initiatives from 2022. We are proud to share the results of our efforts.

BALLENTINE PARTNERS APPOINTS CHRISTOPHER CHANDLER AND PETER CHIAPPINELLI AS CO-CHIEF INVESTMENT OFFICERS

03/21/2023

We are pleased to announce Christopher Chandler, CFA, CAIA, and Peter Chiappinelli, CFA, CAIA, as Co-Chief Investment Officers. Together they bring decades of experience in both the wealth management and the asset management fields.

BALLENTINE PARTNERS ANNOUNCES TWO NEW PARTNERS: STEPHEN MARTONE AND ELLIOT ROTSTEIN

03/14/2023

We are delighted to announce two new partners: Senior Wealth Advisor Stephen Martone, MSFP, CFP® and Senior Client Advisor Elliot Rotstein, CAP®. Both Stephen and Elliot have significantly impacted our firm since they joined.

Coventry Edwards-Pitt featured on LET’S TALK Family Enterprise Podcast with Steve Legler

02/16/2023

Host Steve Legler speaks with Coventry Edwards-Pitt about her third book, Engaged Healthy, Wealthy & Wise, which tells the true stories of wealth inheritors and their significant others, and how they navigated the situations surrounding the prenuptial agreements they were asked to sign by the family’s well-meaning advisors.

Coventry Edwards-Pitt releases new Book “Engaged Healthy, Wealthy & Wise”

02/14/2023

Nationally recognized wealth advisor Coventry Edwards-Pitt applies the success-story format of her previous books, Raised Healthy, Wealthy & Wise (2014), and Aged Healthy, Wealthy & Wise (2017) to her newest book Engaged Healthy, Wealthy & Wise, which offers a roadmap for inheritors and their significant others on how to navigate love and family wealth and forge their own joint path.