Ballentine Partners at Institute for Private Investors’ Fall Forum

We are pleased to announce that Ballentine Partners has been recognized as a Barron’s Top 100 RIA Firm for the second year in a row. We are excited to join the esteemed group of advisors who meet Barron’s strict criteria to ensure that those considered are experienced and sophisticated advisors. Barron’s annual ranking of independent […]

September 24, 2024

Partner and Head of Private Investments, Elisa Gruber Lustig, and Partner and Chief Development Officer, Jayson DeAngelis, will attend the Institute for Private Investors’ Fall Forum this week in Denver, CO.  Elisa will moderate a panel titled “Investing in AI and Frontier Technologies.” Panelists will share how AI enhances efficiency, decision-making, and customer experiences and […]

September 11, 2024

When the Fed started one of the most aggressive rate hikes in U.S. history, it was supposed to rein in the American consumer. And it has. But not with the vigor and speed that the Fed and the capital markets expected. The U.S. consumer has remained remarkably resilient. We think the Fed and the market […]

July 3, 2024