Year: 2023
BALLENTINE PARTNERS APPOINTS CHRISTOPHER CHANDLER AND PETER CHIAPPINELLI AS CO-CHIEF INVESTMENT OFFICERS
03/21/2023We 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.
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BALLENTINE PARTNERS ANNOUNCES TWO NEW PARTNERS: STEPHEN MARTONE AND ELLIOT ROTSTEIN
03/14/2023We 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.
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Coventry Edwards-Pitt featured on LET’S TALK Family Enterprise Podcast with Steve Legler
02/16/2023Host 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.
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Coventry Edwards-Pitt releases new Book “Engaged Healthy, Wealthy & Wise”
02/14/2023Nationally 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.
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