Investing for Impact

What if you could use your wealth to create the world you want to see?

Our role is to help you work toward your goal by understanding and defining the impact you want to make, and providing the resources and experience necessary to make it achievable.

Integrating our 18 years of experience with your vision gives you the opportunity to simultaneously support and benefit from the growth of industries and technologies focused on environment and empowerment.

Environment & Empowerment Investing

We construct values-aligned portfolios tailored to individual impact goals and risk profiles, while considering other holdings and any broader wealth management issues.

Impact themes are monitored using the United Nations Sustainable Development Goals (SDG) as a framework. We provide custom reporting that allows you to see and quantify the impact your investments are making in the areas you care about while seeking to generate competitive financial returns.

Meet Our Dedicated Impact Investment Team

Meet the full team

Will Tickle

CFA

Partner & Head of Impact Investing

Julie Pulda

CFA

Senior Impact Investment Manager

Jennifer Christian Murtie

MBA

Partner, Head of the High Net Worth Practice & Member of Board of Managers

Sheila C. Lawrence

MALD, CFP®, CAP

Partner & Senior Client Advisor

Debra A. Whitney

CFP®, CAP®, AEP®,MS

Partner & Senior Client Advisor

Elliot Rotstein

CAP®

Partner & Senior Client Advisor

Read our Impact Reports

All Insights

Ballentine Partners Publishes Fourth Annual Impact Report
We are delighted to present our annual Impact Report, highlighting the philanthropic, community, sustainability, and firm cultural initiatives from 2022. We are proud to share the results of our efforts.
March 30, 2023
Ballentine Partners publishes third annual Impact Report
Each 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.
April 22, 2022
Ballentine Partners publishes second annual Impact Report
We are pleased to share our second annual Impact Report.
March 11, 2021