Uncategorized Archives | Ballentine Partners

Ballentine Partners Names Eryn-Ashlei Bailey as Chief of Staff

06/01/2020

Ballentine Partners, a leading independent wealth management firm headquartered in Waltham, Massachusetts, welcomed Eryn-Ashlei Bailey as the firm’s Chief of Staff.

Ballentine Partners Welcomes Sean Edwards, CFP®

05/29/2020

WALTHAM, MA (May 29, 2020) – Ballentine Partners, a leading independent wealth management firm headquartered in Waltham, Massachusetts, welcomed Sean Edwards, CFP® as a Senior Wealth Advisor.

Ballentine Partners Welcomes Elisa Gruber Lustig

03/30/2020

Ballentine Partners, a leading independent wealth management firm headquartered in Waltham, Massachusetts, announced that Elisa Gruber Lustig has joined the firm as the Director of Private Investing, where she will lead the firm’s private investing activities.

Akeiva Thomas to be featured on PlanStronger TV

02/21/2020

Wealth Planning Associate, Akeiva Thomas, MSFP, CPA/PFS, CFP® will be a featured guest on Season 5 of PlanStronger TV.

Ballentine Partners publishes first Impact Report

02/19/2020

We created an impact report that organizes and articulates the work we are doing to be a more sustainable firm across all aspects of our business.

Coventry Edwards-Pitt featured on Effective Family Office Podcast

01/22/2020

Hosted by Angelo Robles, Covie Edwards-Pitt was the featured guest speaker on the podcast episode titled, “Longevity is a Gift, Only If You Know How to Use It,” where she shared stories and insights on aging from her book Aged Healthy, Wealthy & Wise.

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.

Roy Ballentine featured in “The Dimensions of Leadership,” the October Issue of Inside Information

10/29/2019

What IS leadership? How do you cultivate it? Founder and Executive Chairman Roy Ballentine, ChFC, CFP®, was featured in the October issue of Bob Veres’ Inside Information where he shared his views on what makes an effective leader.

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 a session designed to help families better understand single and multi-family offices.