Our Thinking » Company Updates » Page 6Coventry Edwards-Pitt speaks at the Rhode Island FoundationChief Wealth Advisory Officer Coventry Edwards-Pitt, CFA, CFP®, author of Author of the Healthy, Wealthy & Wise collection, spoke at the Rhode Island Foundation on May 10th about what people can do to ensure that they make the most out of their elder years.May 15, 2018Stephen H. Hopkins joins the board of the National Philanthropic TrustBallentine Partners is happy to announce that Stephen H. Hopkins, Partner and Senior Client Advisor, has been appointed to the Board of Trustees of the National Philanthropic Trust.April 17, 2018Keeping infighting out of your children’s futuresChief Wealth Advisory Officer and author, Coventry Edwards-Pitt, CFA, CFP®, was interviewed for The New York Times' article “Here’s How to Maintain Peace Among Your Heirs”.March 23, 2018Ballentine Partners Announces Five New PartnersWe are delighted to announce the elevation of five new partners. This broadened employee ownership underscores our commitment to remaining independent, bringing the total number of employee owners to 19 and our partnership to employee ratio to 24%.March 14, 2018Helping clients navigate the changes that come with retirementCoventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer and author of The Healthy, Wealthy & Wise Collection, was interviewed by Financial Advisor IQ’s Bruce Love on how advisors can help clients manage the nuanced changes that come with retirement.February 28, 2018Sheila Lawrence named a Five Star Wealth ManagerSenior Client Advisor Sheila C. Lawrence, MALD, CFP®, has been named a Five Star Wealth Manager for 2018 by Five Star Professional.January 18, 2018Talking to clients now about agingAuthor and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, spoke to Financial Advisor IQ about how advisors can help their clients plan for aging.January 10, 2018Plan for healthy and wealthy agingAuthor and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP, was interviewed for Financial Advisor IQ about her new book, Aged Healthy, Wealthy & Wise.December 7, 2017Coventry Edwards-Pitt shares insights on how technology will (and won’t) change wealth managementCoventry Edwards-Pitt, CFA, CFP®, spoke with Financial Planning recently on the present and future of technology in advising.December 3, 2017Coventry Edwards-Pitt talks about aging and the importance of planning nowMarketWatch interviewed author and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, on what steps baby boomers can take now to make sure they’re prepared in the event of cognitive decline in their later years.December 1, 2017The Family Office Exchange recommends “Aged Healthy, Wealthy & Wise”The Family Office Exchange has featured Aged Healthy, Wealthy & Wise on their Recommended Reading List.November 17, 2017How to raise “Wealthy and Wise” childrenThinkAdvisor interviewed Chief Wealth Advisory Officer and author Coventry Edwards-Pitt on steps parents can take to ensure their children grow up well rounded in the presence of wealth.November 11, 2017 Posts pagination Previous 1 … 5 6 7 … 19 Next
Coventry Edwards-Pitt speaks at the Rhode Island FoundationChief Wealth Advisory Officer Coventry Edwards-Pitt, CFA, CFP®, author of Author of the Healthy, Wealthy & Wise collection, spoke at the Rhode Island Foundation on May 10th about what people can do to ensure that they make the most out of their elder years.May 15, 2018
Stephen H. Hopkins joins the board of the National Philanthropic TrustBallentine Partners is happy to announce that Stephen H. Hopkins, Partner and Senior Client Advisor, has been appointed to the Board of Trustees of the National Philanthropic Trust.April 17, 2018
Keeping infighting out of your children’s futuresChief Wealth Advisory Officer and author, Coventry Edwards-Pitt, CFA, CFP®, was interviewed for The New York Times' article “Here’s How to Maintain Peace Among Your Heirs”.March 23, 2018
Ballentine Partners Announces Five New PartnersWe are delighted to announce the elevation of five new partners. This broadened employee ownership underscores our commitment to remaining independent, bringing the total number of employee owners to 19 and our partnership to employee ratio to 24%.March 14, 2018
Helping clients navigate the changes that come with retirementCoventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer and author of The Healthy, Wealthy & Wise Collection, was interviewed by Financial Advisor IQ’s Bruce Love on how advisors can help clients manage the nuanced changes that come with retirement.February 28, 2018
Sheila Lawrence named a Five Star Wealth ManagerSenior Client Advisor Sheila C. Lawrence, MALD, CFP®, has been named a Five Star Wealth Manager for 2018 by Five Star Professional.January 18, 2018
Talking to clients now about agingAuthor and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, spoke to Financial Advisor IQ about how advisors can help their clients plan for aging.January 10, 2018
Plan for healthy and wealthy agingAuthor and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP, was interviewed for Financial Advisor IQ about her new book, Aged Healthy, Wealthy & Wise.December 7, 2017
Coventry Edwards-Pitt shares insights on how technology will (and won’t) change wealth managementCoventry Edwards-Pitt, CFA, CFP®, spoke with Financial Planning recently on the present and future of technology in advising.December 3, 2017
Coventry Edwards-Pitt talks about aging and the importance of planning nowMarketWatch interviewed author and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, on what steps baby boomers can take now to make sure they’re prepared in the event of cognitive decline in their later years.December 1, 2017
The Family Office Exchange recommends “Aged Healthy, Wealthy & Wise”The Family Office Exchange has featured Aged Healthy, Wealthy & Wise on their Recommended Reading List.November 17, 2017
How to raise “Wealthy and Wise” childrenThinkAdvisor interviewed Chief Wealth Advisory Officer and author Coventry Edwards-Pitt on steps parents can take to ensure their children grow up well rounded in the presence of wealth.November 11, 2017
