Uncategorized | Ballentine Partners

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.

Ballentine Partners – Impact Report Video

07/11/2022

Watch our latest video where Jennifer Murtie, Akeiva Ellis, Will Tickle, Julie Pulda, and Humberto J. Soares talk about the company’s 2021 annual Impact Report. Each year a new Impact Report is written to summarize Ballentine Partners’ progress and share our learnings and evolution as a business.

Ballentine Broadcast, Conversations on Black Wealth, was a finalist at this year’s Advisor Podcast Awards

06/27/2022

Conversations on Black Wealth, a podcast hosted by Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, was a finalist at this year’s Advisor Podcast Awards.

Akeiva Ellis Recognized with Standing Ovation Award

06/27/2022

We are pleased to announce that Ballentine Partners’, Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, has been honored with AICPA’s Personal Financial Planning Standing Ovation Award. The AICPA’s Standing Ovation program recognizes young CPAs who exhibit exemplary professional achievement in personal financial planning, business valuation, forensic accounting, information management, and technology assurance.

Senior Client Advisors, Will Tickle and Sheila Lawrence, recently featured on the podcast Better Money, Better World

06/24/2022

Featured on the Better Money, Better World podcast, Will Tickle, CFA, and Sheila Lawrence, MALD, CFP®, CAP®, discuss multi-generational wealth values, such as raising children who are grounded, engaged, and empowered to use their resources toward goals for the family, community, and society.

Deb Whitney awarded Accredited Estate Planner® Designation