Carly | Ballentine Partners

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.

Ballentine Partners has been recognized as one of Pensions & Investments Best Places to Work in Money Management in 2022

12/14/2022

We are pleased to announce that we were selected as one of Pensions & Investments Best Places to Work in Money Management in 2022.

BALLENTINE PARTNERS WELCOMES GENEVIEVE GEORGE, CPA, CFP®, CFE, CDFA®

10/07/2022

Ballentine Partners welcomed Genevieve George, CPA, CFP®, CFE, CDFA®, as a Senior Wealth Advisor. Genevieve joined Ballentine Partners’ High Net Worth Practice, which works with clients who have investable assets between $3.5 – $25 million. She will help clients by delivering comprehensive financial advice with the highest level of personal service and professional integrity.

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.

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%.

“Class of 2021” New Hires Reflect on the Ballentine Partners’ Culture

12/15/2021

Listen to Senior Wealth Advisor Michelle Soufan, CFP® and Senior Client Advisor Liz Campana, CFP®, CAP® discuss the role company culture played in their path to joining Ballentine Partners in 2021.

Ballentine Partners Sponsors and Participates in the 2021 CFP Board Center for Financial Planning’s Fall Events

12/15/2021

Ballentine Partners was thrilled to participate in the 2021 CFP Board Center for Financial Planning’s Diversity Summit & Career Fair that took place on November 17-19, and to be a Major Sponsor of this powerful event.

Ballentine Partners has been recognized as one of Pensions & Investments Best Places to Work in Money Management in 2021

12/14/2021

We are pleased to announce that we were selected as one of Pensions & Investments Best Places to Work in Money Management in 2021 based on our efforts to create a culture that supports employees and fosters their best work.

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.