Julie Pulda

Jules Pulda guest judging the Fletcher Social Investment Group’s Project Showcase

04/10/2019

Julie Pulda, Impact Analyst, will be a featured judge at her alma mater Tufts University’s Fletcher Social Investment Group’s (FSIG) Project Showcase on April 17.

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Deb Whitney, CFP®, CAP®, MS

Ballentine Partners Names Debra A. Whitney as Partner

04/02/2019

Ballentine Partners is pleased to announce Debra A. Whitney as a new partner. The 19 existing partners are proud to include Ms. Whitney in their cohort, recognizing not only her excellence and leadership role in the firm and dedication to her clients, but also her deep involvement in finance and philanthropy across greater Boston.

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Christopher C. Chandler, CFA, CAIA

Chris Chandler speaking at Opal Group’s Impact Investing Forum

03/26/2019

Partner and Senior Investment Advisor Christopher C. Chandler, CFA, CAIA, will be speaking at Opal Group’s 4th annual Impact Investing Forum next Monday, April 1.

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Julie Pulda

Jules Pulda speaking at careers in impact investing panel

03/20/2019

Impact Analyst Julie Pulda is speaking at the Careers in Impact Investing panel discussion, hosted by Tufts University’s Fletcher Social Investment Group.

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Sheila Lawrence, MALD, CFP®, CAP®

Sheila Lawrence featured in an AUM/Boston article on “The Philanthropy Talk”

02/26/2019

AUM/Boston Magazine featured an article on “The Philanthropy Talk: How Do I Do It & Why Do I Have To?” in their February/March 2019 issue.

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Ballentine Partners logo

Roy Ballentine & Drew McMorrow featured in Bob Veres’ Inside Information

02/05/2019

Founder & Executive Chairman Roy Ballentine and CEO Drew McMorrow were featured in the February 2019 issue of Bob Veres’ Inside Information about their presentation at the 2018 Insider’s Forum conference.

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Coventry Edwards-Pitt featured in new book “Wealth of Wisdom”

01/30/2019

uthor and Chief Wealth Advisory Officer Coventry Edwards-Pitt, CFA, CFP®, is a featured author in the book Wealth of Wisdom: the Top 50 Questions Wealthy Families Ask.

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Emily P. Dunford, CFP®, CRPC®

Emily (Samuelson) Dunford a featured commentator at the U.S. Figure Skating Championships

01/28/2019

Wealth Planning Associate and U.S. ice dance medalist Emily (Samuelson) Dunford, CFP®, CRPC®, was featured as a guest commentator at the U.S. Figure Skating Championships 2019 in Detroit, MI this past weekend.

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Jake Northrup, CFP®, CFA

Jake Northrup named NexGen Director of the Financial Planning Association of Massachusetts

01/28/2019

Investment Advisor Jake Northrup, CFP®, CFA, has just been announced as the next Director of the Financial Planning Association of Massachusetts’ NexGen group.

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Jennifer Christian Murtie

Ballentine Partners Welcomes Jennifer Murtie

01/24/2019

Ballentine Partners, a leading independent investment and wealth management firm headquartered in Waltham, Massachusetts, welcomed Jennifer Murtie as a Managing Director and Senior Investment Advisor.

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