News Archive

Christopher C. Chandler, asset allocation

Speaking Engagement: marcus evans Private Wealth Management Summit on Asset Allocation

12/15/2015

Chris Chandler, Senior Investment Advisor, was a featured panelist at the marcus evans Private Wealth Management Summit on December 10, 2015. He spoke on the panel “Exploring Asset Allocation Strategies for Dynamic Market Conditions”.

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

Real Assets Adviser Magazine Features Will Braman for the December 2015 Cover Story

12/04/2015

Will Braman, CIO at Ballentine Partners, was interviewed for the cover story of Real Assets Adviser magazine’s December 2015 issue. The full interview was featured on Real Asset Adviser’s website in a podcast, and now the article, “It’s the People”, is available online and in print.

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

Inside the Edition with Will Braman, CIO, Ballentine Partners

11/18/2015

Will Braman, CIO at Ballentine Partners, spoke with Real Assets Adviser for their December cover story on how our talented employees drive the success of the firm.

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

Speaking Engagement: Harvard Business School Finance Conference 2015

11/01/2015

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, spoke at the Finance Conference at Harvard Business School on October 24th, 2015. Covie spoke on the “Women in Finance” panel, where the group discussed what role gender plays in the financial sector and the potential challenges women face in the field.

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Investor

Speaking Engagement: More Than Just Money

10/29/2015

Jennifer Dowling Dougherty, Senior Investment Advisor at Ballentine Partners, moderated a panel on entrepreneurs and investing at HUBweek Boston on October 7th. The panel discussed the ways female investors can increase the percentage of women-owned businesses.

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Austin Poirier, MSFP, CFA, volatility, others

Financial Advisor IQ interviews Austin Poirier on the effect of volatility on MLPs

10/21/2015

Austin Poirier, Senior Investment Advisor at Ballentine Partners, was interviewed for Financial Advisor IQ’s article, “Volatility Hits Some MLPs Harder Than Others These Days”.

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

Speaking Engagement: Learning to Lead: Developing Leaders & Partners

10/17/2015

Coventry Edwards-Pitt was a featured panelist during the Keynote Presentation of Bob Veres’ Insider’s Forum on September 29, 2015.

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Michael Chimento, CFA, funds, private

Speaking Engagement: Investing in Private Debt

10/15/2015

Michael Chimento, CFA, Investment Advisor for Ballentine Partners, was featured as a panelist at the Private Debt Investor Conference.

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

Speaking Engagement: Southeastern Family Office Forum

09/30/2015

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, gave the keynote address at the Southeastern Family Office Forum in Atlanta, Georgia on September 16th, 2015. The conference featured deep, meaningful sessions designed to provide attendees practical information to take away.

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Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

Speaking Engagement: New England Women in Family Office Half Day Conference

09/23/2015

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, recently spoke at the Fidelity New England Women in Family Office Half Day Conference. There she facilitated a discussion with attendees on how children develop a sense of self, and how parents can use this knowledge to help instill values.

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News and Press, independent

Ballentine Partners ranked by the Boston Business Journal’s list of Largest Independent Investment Advisors in MA

07/24/2015

Boston Business Journal included Ballentine Partners in their list of the Largest Independent Investment Advisers in Massachusetts, ranked by total assets under management as of June 1, 2015.

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Book cover showing a boy riding a bicycle with an adult's hand on his back, Family Wealth Report

Author Spotlight podcast with Coventry Edwards-Pitt

07/16/2015

Mike Consol of Real Assets Adviser interviewed Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, in their Author Spotlight on her book, “Raised Healthy, Wealthy & Wise.”

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Ballentine Partners logo

Financial Times names Ballentine Partners in their list of the “Top 300 RIA” ranking

06/18/2015

The Financial Times published their 2015 list of the Top 300 Registered Investment Advisor and Ballentine Partners was listed for the second consecutive year.

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

The Wall Street Journal interviews Will Braman on the markets

06/09/2015

The Wall Street Journal interviewed Will Braman, Ballentine Partners’ Chief Investment Officer in their article “U.S. Stocks End Little Changed.”

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Seattle Foundation, Coventry Edwards-Pitt, Ballentine Partners, Raised Healthy Wealthy & Wise, Next-Generation, Philanthropy

The Seattle Foundation blogs about “Raised Healthy, Wealthy & Wise”

05/14/2015

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, and author of “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way,” was featured by the Seattle Foundation in their recent blog.

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Ballentine Partners Logo

Ballentine Partners Opens Florida Office

05/04/2015

Ballentine Partners, the Boston-based independent investment and wealth management firm, announced today the firm’s expansion into the Florida market with its new office, located in Palm Beach Gardens, Florida. Christopher Chandler, CFA, CAIA and Jennifer Eaton, JD, veterans of the wealth management industry, will head up the firm’s Florida team.

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William Tickle, CFA

Personal Gifting: The Journey from Impulsive to Strategic Gifts

04/15/2015

Family Office Exchange (FOX) featured William Tickle’s blog post about creating and implementing a strategy for personal gifting.

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Jayson DeAngelis, CFP®, Ownership

Ballentine Expands Ownership Team

03/12/2015

Please join us in congratulating Jayson DeAngelis as he joins the other members of our ownership team, bringing our partnership to employee ratio to 20%.

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Ballentine Partners logo

Bloomberg features Ballentine Partners and our tax-efficient investment strategy

02/09/2015

Several of the firm’s leaders discuss how taxes govern how we do everything and why tax efficiency is crucial.

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Tom Bullitt, CFP®, CFA, MFO

Financial Times speaks with Tom Bullitt about the MFO space

01/12/2015

Tom Bullitt discusses family office services and some of the benefits of working with a multi-family office.

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