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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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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Jennifer M. Eaton, JD

Jennifer Eaton featured in the Palm Beach Daily News on Living Longer and Well

01/09/2019

An article written by Jennifer M. Eaton, JD, Partner and Senior Client Advisor at Ballentine Partners and Vice Chair of the charitable organization Impact the Palm Beaches, was featured in the Estate Planning segment of the Palm Beach Daily News this week called “Designing your Fountain of Youth: The Success Factors to Living Longer and Well.”

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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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