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Ballentine Broadcast, Conversations on Black Wealth, was a finalist at this year’s Advisor Podcast Awards
06/27/2022Conversations on Black Wealth, a podcast hosted by Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, was a finalist at this year’s Advisor Podcast Awards.
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Akeiva Ellis Recognized with Standing Ovation Award
06/27/2022We 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.
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Senior Client Advisors, Will Tickle and Sheila Lawrence, recently featured on the podcast Better Money, Better World
06/24/2022Featured 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.
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Deb Whitney awarded Accredited Estate Planner® Designation
06/24/2022Debra Whitney, CFP®, CAP®, AEP®, MS, was among a group of seven advisors in the Boston community that received the AEP® designation.
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Julie Pulda hosted Ask the Expert session for Invest for Better
06/24/2022This month, Julie Pulda, Impact Investing Manager, hosted the Ask the Expert: Private Investment and Fund Managers session for Invest for Better.
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Ballentine Partners publishes third annual Impact Report
04/22/2022Each year we write this report to summarize our progress, hold ourselves accountable, and to share our learnings and evolution as a business. We are pleased to share our third annual Impact Report. We hope you will enjoy reading this report, and, as we always do, we seek feedback, suggestions, and wisdom from others.
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Ballentine Partners Announces Two New Partners: Emily Cashman and Elisa Lustig
03/01/2022WALTHAM, MA (March 1, 2022) – Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is delighted to announce two new partners: Senior Client Advisor Emily Cashman and Director of Private Investing Elisa Lustig. This brings our total number of employee owners to 21 and our partner to employee ratio to 20%.
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“Class of 2021” New Hires Reflect on the Ballentine Partners’ Culture
12/15/2021Listen to Senior Wealth Advisor Michelle Soufan, CFP® and Senior Client Advisor Liz Campana, CFP®, CAP® discuss the role company culture played in their path to joining Ballentine Partners in 2021.
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Ballentine Partners Sponsors and Participates in the 2021 CFP Board Center for Financial Planning’s Fall Events
12/15/2021Ballentine Partners was thrilled to participate in the 2021 CFP Board Center for Financial Planning’s Diversity Summit & Career Fair that took place on November 17-19, and to be a Major Sponsor of this powerful event.
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Ballentine Partners has been recognized as one of Pensions & Investments Best Places to Work in Money Management in 2021
12/14/2021We are pleased to announce that we were selected as one of Pensions & Investments Best Places to Work in Money Management in 2021 based on our efforts to create a culture that supports employees and fosters their best work.
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