February 20, 2020

Waltham, MA – January 9, 2025– Ballentine Partners is pleased to announce the appointment of Jennifer Christian Murtie, MBA, as its new Chief Wealth Advisory Officer, effective January 1, 2025. In her new role, Jennifer will oversee all Ballentine Partners’ wealth advisors while guiding the strategic direction of our wealth advisory practice—ensuring clients continue to […]

January 9, 2025

The year 2024 is now in the history books and we are looking forward to 2025. It is always challenging to distill an entire year (or give our views on the coming one) in a few bullet points, but here we go. 2024 in three bullets, and 2025 in thirteen, a baker’s dozen.  More details […]

January 8, 2025

Head of Marketing Kelly Lora Ewart is serving as a panelist at the UHNW Institute Symposium in New York City.  The panel, titled “The Evolving Needs & Key Trends of the UHNW Family: Why Providing Integrated Wealth Management for Families of Wealth is Mandatory for the Firm of the Future,” will explore how wealthy families […]

November 14, 2024