May 10, 2014

News & Press

Coventry Edwards-Pitt featured in CFA Charter video about Family Wealth Planning

“Going through the CFA Program gave Coventry Edwards-Pitt, CFA, the technical tools and credibility she needs to confidently address her private wealth clients’ concerns.”

Recent Insights

Coventry Edwards-Pitt speaks on The Purpose of Wealth Podcast
Host Narelle Hooper speaks with Coventry Edwards-Pitt, Director of The Ballentine Partners Center for Family Well-being, about confronting the complexities of new love and the family, and what her 10 years of research reveals about how to help a new partner in the family feel truly welcome. Learn more about the surprising benefits of a […]
February 14, 2025
Julie Pulda serving as panelist at With Intelligence Women’s Venture Capital Summit
Senior Impact Investment Manager Julie Pulda is serving as a panelist at the With Intelligence Women’s Venture Capital Summit in Half Moon Bay, California. She will speak at the Emerging Manager Forum sharing “Unfiltered Truths from LPs.”
February 4, 2025
Ballentine Partners Appoints Jennifer Christian Murtie as Chief Wealth Advisory Officer
Waltham, MA – January 9, 2025– Ballentine Partners is pleased to announce the appointment of Jennifer Christian Murtie, MBA, as its new Chief Wealth Advisory Officer, effective January 1, 2025. In her new role, Jennifer will oversee all Ballentine Partners’ wealth advisors while guiding the strategic direction of our wealth advisory practice—ensuring clients continue to […]
January 9, 2025