Uncategorized Archives | Ballentine Partners

Sheila Lawrence named onto Boston board of SCS Noonan Scholars

11/13/2019

Sheila Lawrence, MALD, CFP®, CAP®, has been appointed to the Boston board of SCS Noonan Scholars where she will continue to increase the value and meaning of the program. In her work, Sheila is passionate about helping clients define and achieve their goals, guiding families in fully aligning their financial management with their values. She applies this passion for helping others to her work as a mentor for SCS Noonan Scholars and as a mentor to students.

Drew McMorrow spoke on how firms can define and communicate their identity

10/17/2019

President & CEO Drew McMorrow, MBA, CFP®, spoke at The Family Wealth Alliance Fall Forum where he led a panel discussion on differentiation and brand awareness.

Jennifer M. Eaton to speak on multi-family offices at SEFOF conference

09/11/2019

Later this month, Jennifer M. Eaton, Partner & Senior Client Advisor, will speak at the Southeastern Family Office Forum in a session designed to help families better understand single and multi-family offices.

Roy Ballentine shares the importance of having a wealth management strategy

09/10/2019

This week, Roy Ballentine, our Executive Chairman & Founder, is scheduled to speak at Bob Veres’ Insider’s Forum on Wealth Management Strategy Development.

Ballentine Partners Moves Growing Florida Office

08/20/2019

We are happy to announce our Palm Beach Gardens office has expanded to a new space located on PGA Boulevard, nearly doubling its square footage. The new space provides employees with state-of-the-art work space to facilitate internal and external collaboration and communication, while providing room to grow.

Akeiva Thomas to speak at the FPA of MA’s NexGen Women’s Initiative event

08/20/2019

Our very own Akeiva Thomas, MSFP, CPA/PFS, Wealth Planning Associate, shares her insights on how to successfully enter the financial planning industry in the Career Transitions panel hosted by the Financial Planning Association of Massachusetts.

Older man showing something in his hand to a young girl, likely grandfather with grand daughter

Talking positively about Aging with Family Wealth Report

07/29/2019

Coventry Edwards-Pitt spoke with Joe Reilly about her book Aged Healthy, Wealthy & Wise.

Julie Pulda speaking at the Impact Capitalism Summit in Nantucket

07/01/2019

Julie Pulda, Impact Analyst, will be speaking at the Impact Capitalism Summit July 17-18 in Nantucket.

Ballentine team volunteers to End 68 Hours of Hunger

06/17/2019

A number of the Ballentine team in New Hampshire gave up time on their Friday to help raise money and food for the organization End 68 Hours of Hunger for the greater Wolfeboro area.

Ballentine sponsoring “Wellness Wednesdays” and more at Castle in the Clouds

06/07/2019

Ballentine Partners is sponsoring a number of events at Castle in the Clouds this summer in Moultonborough, NH.

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Healthy, Wealthy and Wise Collection
At a certain level of wealth, money makes parenting harder, not easier. Raised Healthy, Wealthy & Wise breaks new ground in the field of raising children amid wealth by hearing from the success stories.
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