News Archive

Leah M. Warren, CFP®, Financial Advisor, Financial Planning Industry

Speaking Engagement: Women in the Financial Planning Industry

12/23/2014

Leah Warren was a featured panelist at Bentley University’s panel, speaking with, and about, women in the financial planning industry.

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

Will Braman was quoted in the WSJ on Stocks

12/12/2014

The Wall Street Journal speaks with Will Braman about the impact of the recent drop in oil prices

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William Tickle, CFA

Will Tickle Interviewed for World Economic Forum Report

12/02/2014

Will Tickle, Senior Investment Advisor & Director of Impact Investing, was a contributor to the World Economic Forum report “Impact Investing: A Primer for Family Offices”. The report acts as a guide for those interested in delving into impact investing for their clients.

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Will Braman, "Normal" volatility

Financial Advisor IQ interviews Will Braman on “Normal” Volatility

11/25/2014

Will Braman, Ballentine Partners’ Chief Investment Officer, was interviewed by Financial Advisor IQ on his thoughts on “normal” volatility and the market as we approach year end and the outlook for 2015 given recent market volatility.

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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

MarketWatch speaks with Covie Edwards-Pitt on passing on money lessons to children during the holidays

11/24/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, spoke with MarketWatch on money lessons in their article, “This Thanksgiving, share your family’s ‘money history’.”

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Coventry Edwards-Pitt, lessons

The Wall Street Journal speaks with Covie Edwards-Pitt about passing money lessons onto children

11/22/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, talks about passing money lessons onto children in The Wall Street Journal article, “The Holiday Opening for Family Discussions: You Can Talk About Family Finances Without Ruining Dinner.”

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

Family Wealth Report features Covie Edwards-Pitt’s book “Raised Healthy, Wealthy & Wise”

11/21/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer was featured in Family Wealth Report’s exclusive interview “Passing On Wisdom, Raising Responsible Children With Wealth – New Book.” (Subscription required

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Liquid Alts, Alex Knapp

Financial Advisor IQ speaks with Will Braman and Alex Knapp on Liquid Alts

11/20/2014

Will Braman and Alex Knapp were quoted in the recent Financial Advisor IQ article on liquid alternatives.

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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

Covie Edwards-Pitt blogs for Family Office Exchange

11/11/2014

With toy catalogues in the mailbox and Thanksgiving right around the corner, I’ve been finding myself thinking a lot lately about the gifts we give to our children and which ones they end up being truly thankful for when they are older…

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Raising children

Covie Edwards-Pitt speaks with The Wall Street Journal about raising children amid wealth

11/05/2014

The Wall Street Journal interviews Coventry Edwards-Pitt, Chief Wealth Advisory Officer at Ballentine Partners and author of “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way.”

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Elite Adviser

The Wall Street Journal features Covie Edwards-Pitt in “Elite Adviser: Be a Consultant to Wealthy Families”

10/16/2014

Coventry Edwards-Pitt, Chief Wealth Advisor Officer at Ballentine Partners, was featured as an elite adviser and talks with the Wall Street Journal about her career in fee-only advising and what brought her to Ballentine Partners.

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The Street.com

The Street.com features “Raised Healthy, Wealthy &Wise”

09/16/2014

Covie Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, speaks with The Street.com’s Gregg Greenberg in “Time Beats Money When Raising Kids ‘Healthy, Wealthy & Wise’.”

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Coventry Edwards-Pitt on Money Beat, Universal lessons

WSJ.com interviews Covie Edwards-Pitt on universal lessons in investing

09/16/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was interviewed on WSJ.com’s MoneyBeat about universal lessons in investing in the video, “Investing Keys for Average Investor, Ultra-Wealthy”.

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Color headshot of author Coventry Edwards-Pitt

Covie Edwards-Pitt blogs on Forbes.com about inheritance

09/15/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, blogs on Forbes.com, “4 Critical Skills Your Child Needs to Develop Before Inheriting Your Money.”

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Roy Ballentine, CLU, ChFC, CFP®, insurance

Roy Ballentine speaks with Private Asset Management on the importance of insurance

09/04/2014

Roy Ballentine, Ballentine Partners’ Chairman of the Board and Founder, was interviewed by Private Asset Management in their recent article, “Added Value” about the importance of insurance.

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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

Covie Edwards-Pitt speaks with UR Business Network on Passing Wealth to Heirs

08/20/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was interviewed by Mind Your Own Business: Entrepreneurs for Entrepreneurs on the importance of comprehensive wealth management.

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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

Covie Edwards-Pitt speaks with Investment News on keys to success

08/17/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, talks with Investment News in “Organic growth is key to $4.8b firm’s success.”

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Drew McMorrow on Exit Planning

Drew McMorrow discusses the importance of Exit Planning

08/15/2014

Drew McMorrow, Ballentine Partners’ President, talks about exit planning and how business owners can save millions by planning ahead.

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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

Bloomberg discusses Covie Edwards-Pitt’s book, “Raised Healthy, Wealthy & Wise”

08/07/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, and her book, “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way” was featured in Bloomberg’s article, “The Proper Care and Feeding of Your Spoiled 23-Year-Old.”

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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

Covie Edwards-Pitt blogs on Forbes.com about Social Impact Investing

08/07/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, blogs on Forbes.com, “Social Impact Investing: A Flash In The Pan Or The Wave Of The Future?”

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Kyle Schaffer, CFA, FSA

FundFire speaks with Kyle Schaffer on private equity firms and the shale gas revolution

08/06/2014

Kyle Schaffer, a Managing Director and Senior Investment Advisor at Ballentine Partners, was interviewed by FundFire in their article, “Apollo Meets Investor Energy Demand with Shale Bets.”

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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

Private Wealth interviews Covie Edwards-Pitt on preserving wealth across generations

07/11/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was interviewed by Private Wealth in “When Wealth Is Fleeting.”

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Raised Healthy Wealthy and Wise

Financial Advisor IQ features Covie Edwards-Pitt’s new book, “Raised Healthy, Wealthy & Wise”

07/10/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was featured in Financial Advisor IQ’s article, “Tales of ‘Healthy, Wealthy’ Inheritors.”

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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

Covie Edwards-Pitt speaks with The Wall Street Journal about protecting your family against the financial and emotional strain of dementia

06/27/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was interviewed by The Wall Street Journal about how to protect your family, and finances, from Alzheimer’s.

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Ballentine Partners logo

Financial Advisor lists Ballentine Partners in their RIA Survey & Ranking

06/27/2014

Ballentine Partners was listed in Financial Advisor Magazine’s “2014 RIA Ranking” (based on figures from Financial Advisors’ 2014 RIA survey).

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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

Coventry Edwards-Pitt blogs on Forbes.com about 3 Life Lessons Only a Real Summer Job Can Teach Your Teen

06/25/2014

Covie Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, blogs on Forbes.com, “Minimum Wage, Maximum Values.”

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Adam Ochlis

The Wall Street Journal gets insight from Adam Ochlis on retrieving retirement funds

06/15/2014

Adam Ochlis, a Managing Director and Senior Client Advisor at Ballentine Partners, was interviewed by The Wall Street Journal in “When Tapping Retirement Funds, Timing Matters.”

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Raised Healthy Wealthy and Wise

Coventry Edwards-Pitt releases new book “Raised Healthy, Wealthy & Wise”

06/09/2014

Surprisingly wealth can make parenting harder, not easier. Learn from successful inheritors how their families got it right in Covie’s new book “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way.”

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Ballentine Partners logo

Bloomberg ranks Ballentine Partners in the Top 50 Family Offices (by AUA)

06/06/2014

Ballentine Partners ranked 32nd in Bloomberg’s list of Top 50 Family Offices ranked by assets under advisement.

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Coventry Edwards-Pitt on Lunch Break

Coventry Edwards-Pitt speaks about “Raised Healthy, Wealthy and Wise” on WSJ.com’s Lunch Break

06/03/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was interviewed on WSJ.com’s Lunch Break program about her recently published book, “Raised Healthy, Wealthy and Wise: Lessons from successful and grounded inheritors on how they got that way.”

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Will Tickle, CFA

William Tickle discusses real estate opportunities with Worth Magazine

06/02/2014

William Tickle, Ballentine Partners’ Director of Impact Investing, was interviewed by Worth Magazine in their article, “Land Grab.”

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Karen Anthony on the Relay for Life

Karen Anthony talks about the Relay for Life with WMTW at the NEORVCA drag race fundraiser

06/01/2014

Karen Anthony, a Client Service Associate at Ballentine Partners, spoke with WMTW about how the Relay for Life funds raised are used. The NEORVCA race at the Ossipee Valley Fairgrounds in Maine raised over $1,900 for the American Cancer Society. To learn more about the Ballentine Partners’ Relay for Life team, click here.

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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

Coventry Edwards-Pitt blogs on Forbes.com about 7 wealth-draining behaviors to avoid

05/20/2014

Covie Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, blogs on Forbes.com in “How to Destroy Your Wealth in 7 Easy Steps.”

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Leah M. Warren, CFP®, Financial Advisor, Financial Planning Industry

Speaking Engagement: Young & Professional: Are You Where You Should Be Financially?

05/19/2014

Leah Warren presented “Young & Professional: Are You Where You Should Be Financially?”, part of EventBrite’s speaker series.

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Claudia Shilo, MPASsm, CFP®, CPA, PFS, Barron's

Claudia Shilo featured in The Granite State News and the Union Leader

05/15/2014

Claudia Shilo, Ballentine Partners’ Chief Financial Officer, was featured in The Granite State News and the Union Leader for being ranked as a top financial advisor by Barron’s, ranking #2 in NH.

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Coventry Edwards-Pitt, lessons

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

05/10/2014

“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.”

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Austin Poirier, MSFP, CFA, volatility, others

Speaking Engagement: Investing in Our New Tax Reality – Ramifications for Your Clients’ Portfolios

05/09/2014

Austin Poirier, a Senior Investment Advisor at Ballentine Partners, moderated a panel discussion at the East Coast RIA Investment Forum hosted by Institutional Investor which reviewed the landscape in terms of what investors are doing – or not – to change the way they invest because of tax ramifications.

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William Tickle, CFA

“Debunking the Myths of Impact Investing” by William Tickle is featured in Family Office Exchange’s FOXConnects

04/22/2014

In this whitepaper, William Tickle, Ballentine Partners’ Director of Impact Investing, debunks several prevalent myths of impact investing.

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Alex Knapp

Speaking Engagement: Global Convergence – Investment Opportunities in 2014

04/09/2014

Alex Knapp, an Investment Analyst at Ballentine Partners, was one of the distinguished panelists at the 3PM 2014 Annual Conference – New Horizons – Investment Marketing in the Age of Globalization.

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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

Coventry Edwards-Pitt speaks with the New York Times about wealth and children

03/21/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer was featured in the New York Times article “Looking for Ways to Keep Money From Dividing a Family.”

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Claudia Shilo, MPASsm, CFP®, CPA, PFS, Barron's

Claudia Shilo ranks as a Top Advisor in Barron’s Top Advisor Rankings

02/22/2014

Claudia Shilo, Ballentine Partners’ Chief Financial Officer, was ranked as a Top Advisor in Barron’s Top 1,200 Financial Advisors (she ranked #2 in NH).

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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: Boston Estate Planning Council Seminar – The Rising Tide of Cognitive Decline

01/23/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was invited as a panelist at the Boston Estate Planning Council’s panel discussion about the issue of cognitive decline and how families can implement best practices now to ensure that their financial strategies, wealth transfer plans, and family relationships survive the impact of this devastating disease.

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Austin Poirier, MSFP, CFA, volatility, others

Austin Poirier talks to The Wall Street Journal about energy investments

01/14/2014

Austin Poirier, a Senior Investment Advisor at Ballentine Partners, discusses the outlook for MLP’s in the years ahead.

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