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Sheila Lawrence on having “The Philanthropy Talk” with clients

12/12/2018

Partner and Senior Client Advisor Sheila C. Lawrence, MALD, CFP®, CAP®, was a featured panelist at an event hosted jointly by The Boston Foundation, The Boston Estate Planning Council, The Philanthropic Initiative, and the Massachusetts Society of CPAs entitled “The Philanthropy Talk: How Do I Do It & Why Do I Have To?”.

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Sheila Lawrence, MALD, CFP®, CAP®

Sheila Lawrence featured at the NEID Global Changemakers Gala

11/29/2018

Sheila C. Lawrence, MALD,CFP®, CAP®, was featured at the New England International Donors Global Changemakers Gala, held on November 28, 2018.

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Emily Cashman Magno

Ballentine Partners Welcomes Emily Cashman Magno

11/13/2018

Ms. Cashman Magno will be joining Ballentine’s highly accomplished team to be a strategic partner to her clients, helping them to creatively solve problems and align their financial plans with their goals and values.

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Jake Northrup, CFP®, CFA

Ballentine Partners at BU’s Financial Planning Career Night

11/01/2018

Ballentine’s own Jake Northrup, CFP®, CFA, will be speaking at BU’s upcoming career night with the Financial Planning Association on Wednesday, November 14.

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Ballentine employees show their support at More Than Words, a Boston-area non-profit

10/30/2018

A team of Ballentine employees took a few hours out of their work day to assist the Boston-area non-profit, More Than Words. 

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William Tickle, CFA

Will Tickle featured at Total Impact Boston

09/28/2018

Senior Investment Advisor and Director of Impact Investing Will Tickle, CFA, will be speaking at Total Impact Boston on October 4, 2018.

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Roy Ballentine and Drew McMorrow speaking at Bob Veres’ Insider’s Forum

09/17/2018

Ballentine Partners Executive Chairman & Founder Roy Ballentine and President & CEO Drew McMorrow are speaking at Bob Veres’ Insider’s Forum on September 24, 2018.

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Our Community Gifts Committee is delighted to announce our fall charitable beneficiaries

08/13/2018

At Ballentine Partners, in addition to our passion for helping clients reach their philanthropic goals, we are also committed to philanthropy as a firm.

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Cover of the book "Aged Healthy, Wealthy & Wise"

Covie Edwards-Pitt to speak in Newton on planning to age well

07/18/2018

Author and Chief Wealth Advisory Officer Coventry Edwards-Pitt will be speaking at the Newton Council on Aging on July 24.

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President & CEO Drew McMorrow featured in Financial Advisor cover story

07/11/2018

President & CEO Drew McMorrow, MBA, CFP®, was featured in Financial Advisor’s July 2018 Cover story “Standing Still is Not an Option”.

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