Uncategorized | Ballentine Partners

BALLENTINE PARTNERS APPOINTS CHRISTOPHER CHANDLER AND PETER CHIAPPINELLI AS CO-CHIEF INVESTMENT OFFICERS

03/21/2023

We are pleased to announce Christopher Chandler, CFA, CAIA, and Peter Chiappinelli, CFA, CAIA, as Co-Chief Investment Officers. Together they bring decades of experience in both the wealth management and the asset management fields.

BALLENTINE PARTNERS ANNOUNCES TWO NEW PARTNERS: STEPHEN MARTONE AND ELLIOT ROTSTEIN

03/14/2023

We are delighted to announce two new partners: Senior Wealth Advisor Stephen Martone, MSFP, CFP® and Senior Client Advisor Elliot Rotstein, CAP®. Both Stephen and Elliot have significantly impacted our firm since they joined.

Coventry Edwards-Pitt featured on LET’S TALK Family Enterprise Podcast with Steve Legler

02/16/2023

Host Steve Legler speaks with Coventry Edwards-Pitt about her third book, Engaged Healthy, Wealthy & Wise, which tells the true stories of wealth inheritors and their significant others, and how they navigated the situations surrounding the prenuptial agreements they were asked to sign by the family’s well-meaning advisors.

Coventry Edwards-Pitt releases new Book “Engaged Healthy, Wealthy & Wise”

02/14/2023

Nationally recognized wealth advisor Coventry Edwards-Pitt applies the success-story format of her previous books, Raised Healthy, Wealthy & Wise (2014), and Aged Healthy, Wealthy & Wise (2017) to her newest book Engaged Healthy, Wealthy & Wise, which offers a roadmap for inheritors and their significant others on how to navigate love and family wealth and forge their own joint path.

Ballentine Partners has been recognized as one of Pensions & Investments Best Places to Work in Money Management in 2022

12/14/2022

We are pleased to announce that we were selected as one of Pensions & Investments Best Places to Work in Money Management in 2022.

Emily Cashman and Elliot Rotstein receive Young Professionals in Wealth Award

10/25/2022

We are pleased to announce that Emily Cashman and Elliot Rotstein are recipients of the 2022 Young Professionals in Family Wealth Awards.

BALLENTINE PARTNERS WELCOMES GENEVIEVE GEORGE, CPA, CFP®, CFE, CDFA®

10/07/2022

Ballentine Partners welcomed Genevieve George, CPA, CFP®, CFE, CDFA®, as a Senior Wealth Advisor. Genevieve joined Ballentine Partners’ High Net Worth Practice, which works with clients who have investable assets between $3.5 – $25 million. She will help clients by delivering comprehensive financial advice with the highest level of personal service and professional integrity.

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

09/28/2022

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.

Aged Healthy, Wealthy & Wise is now available on Audible

09/28/2022

As the fall season beckons and a new school year begins, this is a great listen for anyone taking stock of things in their lives that may be worth reflecting on.

The Ballentine Partners CFP Scholarship Application Window is Now Open

08/24/2022

We are thrilled to announce that the application window is now open for the Ballentine Partners Scholarship that aims to create a diverse financial planning profession. Ballentine Partners has committed to funding a $100,000 scholarship in partnership with the CFP Board’s Center for Financial Planning to help support Black and Latinx CFP® candidates working to complete the education coursework required to earn their CERTIFIED FINANCIAL PLANNER™ credential.