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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“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.

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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.

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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.

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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.

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Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, receives the Financial Planning Rising Star award

08/27/2021

Akeiva Ellis, Ballentine Partners’ Financial Education Specialist, was selected as a recipient of the Financial Planning Rising Star award.

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Ballentine Partners Grows Footprint in the Northeast

08/26/2021

Ballentine Partners is pleased to announce its expansion to four office locations. To accommodate the firm’s continuing growth and align its New Hampshire office footprint with its flexible work-from-home policy, the firm is opening a new Seacoast Region office in Rochester, NH, in the fall of 2021. In addition, the firm is relocating its Wolfeboro, NH office from 55 Mill Street to a new location on Main Street in Wolfeboro that will open in early 2022.

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Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, recognized as a 2021 LUMINARY by ThinkAdvisor

08/20/2021

Akeiva Ellis, Financial Education Specialist at Ballentine Partners, LLC, is recognized by ThinkAdvisor as a 2021 LUMINARY within the “Diversity & Inclusion Individuals – RIAs” category.

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Coventry Edwards-Pitt, CFA, CFP®, featured on Beyond the Balance Sheet podcast

06/11/2021

Covie Edwards-Pitt was a a featured guest speaker on the Beyond the Balance Sheet podcast hosted by Diana Clark and Arden O’Conner.

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