Uncategorized
Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, receives the Financial Planning Rising Star award
08/27/2021Akeiva Ellis, Ballentine Partners’ Financial Education Specialist, was selected as a recipient of the Financial Planning Rising Star award.
READ MORE
Ballentine Partners Grows Footprint in the Northeast
08/26/2021Ballentine Partners is pleased to announce its expansion to four office locations. To accommodate the firm’s continuing growth and align its New Hampshire office footprint with its flexible work-from-home policy, the firm is opening a new Seacoast Region office in Rochester, NH, in the fall of 2021. In addition, the firm is relocating its Wolfeboro, NH office from 55 Mill Street to a new location on Main Street in Wolfeboro that will open in early 2022.
READ MORE
Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, recognized as a 2021 LUMINARY by ThinkAdvisor
08/20/2021Akeiva Ellis, Financial Education Specialist at Ballentine Partners, LLC, is recognized by ThinkAdvisor as a 2021 LUMINARY within the “Diversity & Inclusion Individuals – RIAs” category.
READ MORE
Coventry Edwards-Pitt, CFA, CFP®, featured on Beyond the Balance Sheet podcast
06/11/2021Covie Edwards-Pitt was a a featured guest speaker on the Beyond the Balance Sheet podcast hosted by Diana Clark and Arden O’Conner.
READ MORE
Jennifer M. Eaton Awarded Girl Scouts ‘Go-Getter’ Emerald Award
06/11/2021Partner and Senior Client Advisor Jennifer M. Eaton was awarded the ‘Go-Getter’ Emerald award from the Girl Scouts of Southeast Florida.
READ MORE
Sheila Lawrence, MALD, CFP®, CAP®, accepts nomination onto the Community Advisory Board of WBUR
03/11/2021Partner & Senior Client Advisor Sheila Lawrence has accepted a nomination onto the Community Advisory Board of WBUR, Boston’s NPR News Station.
READ MORE
Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, named CFP Board Ambassador
03/11/2021Please join us in congratulating our colleague Akeiva Ellis on being named CFP Board Ambassador. This is a position with national reach, focused on promoting the need for financial education and competent, ethical financial planning.
READ MORE
Jennifer Christian Murtie, MBA, announced as Partner and featured on A New Lens podcast
03/11/2021We are pleased to announce that Jen Murtie, Head of the High Net Worth Practice, has been named Partner. Her depth of operational, management, leadership, and advisory experience has been a tremendous asset to our High Net Worth group and the firm overall.
READ MORE
Ballentine Partners publishes second annual Impact Report
03/11/2021We are pleased to share our second annual Impact Report.
READ MORE
Akeiva Thomas, MSFP, CPA/PFS, CFP®, speaks on “Breaking Money Silence” podcast
12/14/2020Akeiva Thomas, Wealth Planning Associate, was invited to speak on Kathleen Kingsbury’s podcast, “Breaking Money Silence,” about her YouTube channel devoted to promoting financial literacy, her millennial fans, and her mission to close the racial wealth gap.
READ MORE