Sheila Lawrence, MALD, CFP®, CAP®

Sheila C. Lawrence named one of Investment News’ 40 Under 40 for 2018

06/18/2018

We’re proud to announce that Partner & Senior Client Advisor Sheila C. Lawrence, MALD, CFP®, has been recognized as one of Investment News’ 40 Under 40 honorees for 2018. The 40 Under 40 project shines a spotlight on exceptional young financial services professionals that not only have already amassed impressive accomplishments, but also show leadership and promise for the future of the industry.

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partners

Ballentine Partners Announces Five New Partners

03/14/2018

We are delighted to announce the elevation of five new partners.  This broadened employee ownership underscores our commitment to remaining independent, bringing the total number of employee owners to 19 and our partnership to employee ratio to 24%.

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Anja Saloranta, Chief Operating Officer, Ballentine Partners, COO

Ballentine Partners Welcomes Chief Operating Officer, Anja Saloranta, MBA

12/15/2016

Ballentine Partners, the independent wealth management firm headquartered in Waltham, Massachusetts, welcomed Anja Saloranta as the firm’s first Chief Operating Officer. In her role as COO, Ms. Saloranta works with the President and CEO, Drew McMorrow, in the management of the firm and leading strategic initiatives.

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Ballentine Partners logo

Ballentine Partners Announces Two New Partners

04/20/2016

Please join us in congratulating Adam Ochlis and Austin Poirier as they are the most recent additions to our partnership team, bringing our partner to employee ratio to 22%.

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News and Press, independent

Ballentine Partners ranked by the Boston Business Journal’s list of Largest Independent Investment Advisors in MA

07/24/2015

Boston Business Journal included Ballentine Partners in their list of the Largest Independent Investment Advisers in Massachusetts, ranked by total assets under management as of June 1, 2015.

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Book cover showing a boy riding a bicycle with an adult's hand on his back, Family Wealth Report

Author Spotlight podcast with Coventry Edwards-Pitt

07/16/2015

Mike Consol of Real Assets Adviser interviewed Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, in their Author Spotlight on her book, “Raised Healthy, Wealthy & Wise.”

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Ballentine Partners logo

Financial Times names Ballentine Partners in their list of the “Top 300 RIA” ranking

06/18/2015

The Financial Times published their 2015 list of the Top 300 Registered Investment Advisor and Ballentine Partners was listed for the second consecutive year.

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Will Braman, Real Assets Adviser, Wall Street Journal, WSJ, Stocks

The Wall Street Journal interviews Will Braman on the markets

06/09/2015

The Wall Street Journal interviewed Will Braman, Ballentine Partners’ Chief Investment Officer in their article “U.S. Stocks End Little Changed.”

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Seattle Foundation, Coventry Edwards-Pitt, Ballentine Partners, Raised Healthy Wealthy & Wise, Next-Generation, Philanthropy

The Seattle Foundation blogs about “Raised Healthy, Wealthy & Wise”

05/14/2015

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, and author of “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way,” was featured by the Seattle Foundation in their recent blog.

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Ballentine Partners Logo

Ballentine Partners Opens Florida Office

05/04/2015

Ballentine Partners, the Boston-based independent investment and wealth management firm, announced today the firm’s expansion into the Florida market with its new office, located in Palm Beach Gardens, Florida. Christopher Chandler, CFA, CAIA and Jennifer Eaton, JD, veterans of the wealth management industry, will head up the firm’s Florida team.

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