Ballentine Partners

Pete Chiappinelli speaking on panel at With Intelligence Wealth Retreat

Partner & Chief Investment Officer Pete Chiappinelli will serve as a panelist at the With Intelligence Wealth Retreat in Charleston, SC participating in a discussion on alternative investments, tax-efficient strategies, and other investment insights.

March 18, 2024

Jennifer M. Eaton and Elliot Rotstein to attend ACTEC’s 2024 Annual Meeting

Ballentine Partners is a proud sponsor of ACTEC’s 2024 Annual Meeting in Phoenix, AZ. Jennifer M. Eaton and Elliot Rotstein will be attending the meeting, and they look forward to addressing the ways Ballentine Partners helps clients coordinate estate plans with wealth management strategy.

March 6, 2024

Senior Impact Investment Manager Julie Pulda attending Confluence Philanthropy’s Annual Practitioners Gathering

Ballentine’s Senior Impact Investment Manager, Julie Pulda, will attend Confluence Philanthropy’s Annual Practitioners Gathering in Denver, CO. We are also pleased to feature our third book, of a 10-year research initiative and three-book series, Engaged Healthy, Wealthy & Wise at this year’s book fair. This gathering has a strong reputation for deep strategic thinking, critical […]

March 5, 2024

Ballentine President & CEO Drew McMorrow is Participating on a Panel at the Family Wealth Alliance 2024 Annual Summit

The ripples of executive transition can often spread beyond the C-suite and throughout the firm. Our President & CEO Drew McMorrow will participate on a panel at the Family Wealth Alliance 2024 Annual Summit in San Diego, CA to share his insight on planning for leadership transitions.

March 4, 2024

Ballentine Partners Sponsors and Participates in the 2023 CFP Board Center for Financial Planning’s Fall Events

We are proud to continue our relationship with the CFP Board and strive to be a leader in diversifying our industry and wealth management advising space. We have committed to funding a $100,000 scholarship – funded equally over 4 years beginning in 2021 – in partnership with the CFP Board’s Center for Financial Planning, to […]

November 9, 2023

Coventry Edwards-Pitt was the featured speaker at Impact the Palm Beaches Legacy Society

Long-time supporters of Impact The Palm Beaches, a philanthropic organization where women collectively give to non-profits in Palm Beach County, Ballentine Partners sponsored their Inaugural Legacy Reception.

April 30, 2022