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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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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Ballentine Partners logo

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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White present with a silver bow in one corner with an tree branch below it on a white background

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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Person standing on a busy street corner with long-exposure car lights whizzing by

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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Deb Whitney, CFP®

Debra Whitney joins the Board of the Boston Estate Planning Council

07/10/2018

We’re proud to announce that the Boston Estate Planning Council has elected Senior Client Advisor Debra A. Whitney, MS, CFP®, to their Board of Directors.

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Boston skyline at dusk

Roy Ballentine named one of “Boston’s Financial Champions” by AUM/Boston

07/05/2018

Our Executive Chairman and Founder, Roy C. Ballentine, ChFC, CFP®, was named one of the next generation of Boston’s Financial Champions in the inaugural issue of AUM Boston magazine.

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

The art of having difficult conversations

07/03/2018

Author and Chief Wealth Advisory Officer Coventry Edwards-Pitt, CFA, CFP®, and her book Aged Healthy, Wealthy & Wise were again featured in Legacy Arts magazine in Issue 15, “Not Alone: Your Unique Path.”

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