News Archive

Roy Ballentine, CLU, ChFC, CFP®, manage, The business of wealth management

Roy Ballentine speaks about the importance of emotional intelligence

11/21/2013

Roy Ballentine, Ballentine Partners’ CEO and Founder, discusses the importance of emotional literacy training in life, specifically in regards to working in teams.

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Will Braman, Real Assets Adviser, Wall Street Journal, WSJ, Stocks

Will Braman interviewed by Paul Katzeff of Investors Business Daily

10/25/2013

Will Braman, Ballentine Partners’ Cheif Investment Officer, discusses portfolio construction and the role of ETFs with Paul Katzeff of Investors Business Daily.

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Will Braman, Real Assets Adviser, Wall Street Journal, WSJ, Stocks

The Wall Street Journal discusses the US stock market with Will Braman

10/10/2013

Will Braman, Ballentine Partners’ Chief Investment Officer, was interviewed by the Wall Street Journal about the attractiveness of the US stock market in light of the ongoing negotiations in Washington over the budget and debt ceiling.

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Austin Poirier, MSFP, CFA, volatility, others

Austin Poirier Talks with The Wall Street Journal About MLP Funds

10/08/2013

Austin Poirier, a Senior Investment Advisor at Ballentine Partners, discusses new energy investment options.

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Roy Ballentine, CLU, ChFC, CFP®, manage, The business of wealth management

Roy Ballentine Published in Family Business Magazine

09/30/2013

Roy Ballentine, Ballentine Partners’ Founder and CEO, wrote “Wealth Planning for Families with Illiquid Assets” which was published in the September/October issue of Family Business Magazine.

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Will Braman, Real Assets Adviser, Wall Street Journal, WSJ, Stocks

Will Braman Speaks with Bloomberg

09/13/2013

Will Braman, Ballentine Partners’ Chief Investment Officer, spoke with Bloomberg about investments in loan funds.

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William Tickle, CFA

Will Tickle Interviewed by the Federal Reserve Bank of San Francisco

08/18/2013

Will Tickle, Senior Investment Advisor & Director of Impact Investing, was quoted in a paper by the Federal Reserve Bank of San Francisco on impact investing called “The New Family Philanthropy: Investing for Social and Environmental Change”.

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Coventry Edwards-Pitt, CFA, CFP®, Grandchildren, finance, lead, family office forum

Coventry Edwards-Pitt Featured in Inside Information Magazine’s August cover story

08/15/2013

Coventry Edwards-Pitt was featured in Inside Information magazine’s August cover story “Pipeline to Empowerment” on the firm’s successful adoption of a leadership pipeline framework to develop the next generation of leaders.

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Ballentine Partners logo

Financial Planning Magazine Recognizes Several Ballentine Partners’ Employees

08/08/2013

Lisa Cunningham, Michelle Harrison, and Austin Poirier are three of the many volunteers who were recognized by Financial Planning Magazine for their work with The Pro Bono Military Program of the Financial Planning Association of Massachusetts. For more information on the program, click here.

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Roy Ballentine, CLU, ChFC, CFP®, manage, The business of wealth management

FinancialAdvisor IQ Interviews Roy Ballentine

08/02/2013

Roy Ballentine, Ballentine Partners’ Founder and CEO, was interviewed by FinancialAdvisor IQ on creating and implementing financial strategies.

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Drew McMorrow, MBA, CFP®

Drew McMorrow Talks With The New York Times

08/02/2013

Drew McMorrow, Ballentine Partners’ President, was interviewed by The New York Times about how to handle an investment pitch from a friend.

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Will Braman, Real Assets Adviser, Wall Street Journal, WSJ, Stocks

WSJ Interviews Will Braman About Recent Rise in Stocks

07/31/2013

Will Braman, Ballentine Partners’ Chief Investment Officer, was interviewed by The Wall Street Journal about the economic outlook being a little better than some had anticipated.

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Coventry Edwards-Pitt, CFA, CFP®, Grandchildren, finance, lead, family office forum

Speaking Engagement: The Rising Tide of Cognitive Decline

07/10/2013

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was chosen to speak at Family Office Association’s 2013 Summer Global Summit on “The Rising Tide of Cognitive Decline: Managing Dementia and its Impact on Family Wealth, Governance, and Legacy.”

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Will Braman, Real Assets Adviser, Wall Street Journal, WSJ, Stocks

The Wall Street Journal Interviews Will Braman on “Where to put your money for a long, hot summer”

06/18/2013

Will Braman, Ballentine Partners’ Chief Investment Officer, talks to MarketWatch about the outlook for commodities and opportunities in US energy infrastructure.

Read the full article here.

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team

Private Wealth Magazine Profiles Ballentine Partners and Its Successful Leadership Succession Plan

05/03/2013

Ballentine Partners and its successful leadership succession plan is the cover story for Private Wealth Magazine’s May/June Issue.

Read the complete article here.

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Austin Poirier, MSFP, CFA, volatility, others

Bloomberg News and Austin Poirier Look at Gold’s Fading Allure

04/17/2013

Austin Poirier, a Senior Investment Advisor at Ballentine Partners, commented to Bloomberg News about investment strategies and their commodities exposure, particularly to gold, and whether gold is indeed a “safe haven.”

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Will Braman, Real Assets Adviser, Wall Street Journal, WSJ, Stocks

Bloomberg TV Interviews Will Braman on Long-Term Investing Strategies

04/02/2013

Will Braman, Ballentine Partners’ Chief Investment Officer, appearing on the Bloomberg TV show “Lunch Money,” spoke of the firm’s current long-term investing strategies, as well as the need for both focus and balance in portfolios.

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