News & Press

Drew McMorrow, MBA, CFP®

President & CEO Drew McMorrow featured in Financial Advisor cover story

07/11/2018

President & CEO Drew McMorrow, MBA, CFP®, was featured in Financial Advisor’s July 2018 Cover story “Standing Still is Not an Option”.

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Deb Whitney, CFP®

Debra Whitney joins the Board of the Boston Estate Planning Council

07/10/2018

We’re proud to announce that the Boston Estate Planning Council has elected Senior Client Advisor Debra A. Whitney, MS, CFP®, to their Board of Directors.

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Roy Ballentine, ChFC, CFP®

Roy Ballentine named one of “Boston’s Financial Champions” by AUM/Boston

07/05/2018

Our Executive Chairman and Founder, Roy C. Ballentine, ChFC, CFP®, was named one of the next generation of Boston’s Financial Champions in the inaugural issue of AUM Boston magazine.

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Ballentine Partners logo

Ballentine Partners makes Financial Advisor’s 2018 RIA Ranking

07/05/2018

Ballentine Partners again made Financial Advisor’s RIA Survey and Ranking. The annual list excludes firms with conflicts of interest, such as broker-dealer and insurance company affiliations, and Ballentine Partners has been in their top 40 for the last five years.

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Jake Northrup, CFP®

Jake Northrup discusses adding a “mini-retirement” to your financial plan with TheStreet

07/02/2018

Investment Advisor Jake Northrup, CFP®, was featured in an article by TheStreet on how to plan for a mini-retirement without derailing your financial plan.

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Sheila Lawrence, MALD, CFP®

Sheila C. Lawrence named one of Investment News’ 40 Under 40 for 2018

06/18/2018

We’re proud to announce that Partner & Senior Client Advisor Sheila C. Lawrence, MALD, CFP®, has been recognized as one of Investment News’ 40 Under 40 honorees for 2018. The 40 Under 40 project shines a spotlight on exceptional young financial services professionals that not only have already amassed impressive accomplishments, but also show leadership and promise for the future of the industry.

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Gifts, Envelope, Giving, Charitable, Philanthropy

Our Community Gifts Committee is pleased to announce their support of a number of charitable organizations

05/17/2018

At Ballentine Partners, we not only help clients reach their philanthropic goals, we are also committed to philanthropy as a firm. Each year, we select organizations from within our communities in New Hampshire, Massachusetts, and Florida to support financially.

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Coventry Edwards-Pitt, CFA, CFP®

Coventry Edwards-Pitt speaks at the Rhode Island Foundation

05/15/2018

Chief Wealth Advisory Officer Coventry Edwards-Pitt, CFA, CFP®, author of Author of the Healthy, Wealthy & Wise collection, spoke at the Rhode Island Foundation on May 10th about what people can do to ensure that they make the most out of their elder years.

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Stephen H. Hopkins

Stephen H. Hopkins joins the board of the National Philanthropic Trust

04/17/2018

Ballentine Partners is happy to announce that Stephen H. Hopkins, Partner and Senior Client Advisor, has been appointed to the Board of Trustees of the National Philanthropic Trust.

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Coventry Edwards-Pitt, CFA, CFP®

Keeping infighting out of your children’s futures

03/23/2018

Chief Wealth Advisory Officer and author, Coventry Edwards-Pitt, CFA, CFP®, was interviewed for The New York Times’ article “Here’s How to Maintain Peace Among Your Heirs”.

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partners

Ballentine Partners Announces Five New Partners

03/14/2018

We are delighted to announce the elevation of five new partners.  This broadened employee ownership underscores our commitment to remaining independent, bringing the total number of employee owners to 19 and our partnership to employee ratio to 24%.

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Ballentine Partners logo

Ballentine Partners takes home award at Family Wealth Report Awards 2018

03/09/2018

Ballentine Partners was honored to win the “Women in Wealth Management (Company contribution)” award at the Family Wealth Report Awards 2018 last night in New York City.

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Coventry Edwards-Pitt, CFA, CFP®

Helping clients navigate the changes that come with retirement

02/28/2018

Coventry Edwards-Pitt, CFA, CFP®,  Chief Wealth Advisory Officer and author of The Healthy, Wealthy & Wise Collection, was interviewed by Financial Advisor IQ’s Bruce Love on how advisors can help clients manage the nuanced changes that come with retirement.

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Library shelf

Coventry Edwards-Pitt featured at the Waban Library Center

02/09/2018

Author and Chief Wealth Advisory Officer Coventry Edwards-Pitt, CFA, CFP®, visited the Waban Library Center this week to speak about the insights she gained while conducting interviews with successful, happy elders for her most recent book, Aged Healthy, Wealthy & Wise: Lessons from vibrant and inspiring elders on how they designed their later lives.

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Ballentine Partners logo

Ballentine Partners honored at Private Asset Management Awards 2018

02/09/2018

Ballentine Partners was honored to take home the award for “Best private wealth manager – client service – over $5bn” last night at the Private Asset Management Awards for 2018.

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Sheila Lawrence, MALD, CFP®

Sheila Lawrence named a Five Star Wealth Manager

01/18/2018

Senior Client Advisor Sheila C. Lawrence, MALD, CFP®, has been named a Five Star Wealth Manager for 2018 by Five Star Professional.

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Ballentine Partners logo

Ballentine Partners named one of Investment News’ top RIAs for 2018

01/10/2018

Ballentine Partners was again named to Investment News’ list of the top RIAs for 2018, ranked by AUM. Ballentine Partners has been on IN’s RIA list for over 5 years running.

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Coventry Edwards-Pitt, CFA, CFP®

Talking to clients now about aging

01/10/2018

Author and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, spoke to Financial Advisor IQ about how advisors can help their clients plan for aging.

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Ballentine Partners logo

Ballentine Partners one of the “Best Places to Work in Money Management”

12/11/2017

Ballentine Partners is excited to announce that we were named one of the Best Places to Work in Money Management by Pensions & Investments for 2017.

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Coventry Edwards-Pitt, CFA, CFP®

Plan for healthy and wealthy aging

12/07/2017

Author and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP, was interviewed for Financial Advisor IQ about her new book, Aged Healthy, Wealthy & Wise.

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Coventry Edwards-Pitt, CFA, CFP®

Coventry Edwards-Pitt shares insights on how technology will (and won’t) change wealth management

12/03/2017

Coventry Edwards-Pitt, CFA, CFP®, spoke with Financial Planning recently on the present and future of technology in advising.

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Book title with old tree

Coventry Edwards-Pitt talks about aging and the importance of planning now

12/01/2017

MarketWatch interviewed author and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, on what steps baby boomers can take now to make sure they’re prepared in the event of cognitive decline in their later years.

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Book title with old tree

The Family Office Exchange recommends “Aged Healthy, Wealthy & Wise”

11/17/2017

The Family Office Exchange has featured Aged Healthy, Wealthy & Wise on their Recommended Reading List.

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Coventry Edwards-Pitt, CFA, CFP®

How to raise “Wealthy and Wise” children

11/11/2017

ThinkAdvisor interviewed Chief Wealth Advisory Officer and author Coventry Edwards-Pitt on steps parents can take to ensure their children grow up well rounded in the presence of wealth.

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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

Ballentine Partners’ Coventry Edwards-Pitt releases new book “Aged Healthy, Wealthy & Wise”

11/06/2017

Nationally recognized wealth advisor Coventry Edwards-Pitt applies the success-story format of her highly acclaimed first book, Raised Healthy, Wealthy & Wise, to one of today’s most pressing issues: how to age well—given our increased longevity—and ensure that our later years have a positive rather than negative impact on our families.

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Brian Kelleher, CFP®

FPA Career Night with Ballentine Partners

11/03/2017

On November 8, Brian C. Kelleher, CFP®, will be a featured panelist on pursuing a career in financial planning at the Financial Planning Association of Massachusetts’ Financial Planning Career Night at Boston University. 

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Ballentine Partners logo

Organic Growth Fuels High Net Worth Team’s Expansion

10/31/2017

Ballentine Partners is pleased to announce the addition of several new team members on their High Net Worth team, recently welcoming William Krause, Chris Pawlowski, Janie Monroe, and Sam Thayer.

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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

Age Healthy, Wealthy & Wise at the FOX Fall Forum

10/24/2017

People are living longer than ever, but are we living better than ever? Is there anything we can do when we’re younger to make sure our last years are the best they can be?

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Roy Ballentine, ChFC, CFP®

Roy Ballentine shares insights on building and growing a successful business

10/15/2017

Executive Chairman & Founder, Roy C. Ballentine, CLU, ChFC, CFP®, was featured in the October 2017 issue of Inside Information by Bob Veres. In the article, “Power Practice Management”, Roy discusses twelve of the most valuable things he’s learned about management and leadership.

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Andrew Hacker

Japanese Stocks: A Contrarian View

10/02/2017

Japan, the economy and stock market that investors love to hate, is once again seeing renewed interest from Western investors. After 25 years of fits and starts, growth in earnings and GDP have exceeded expectations this year. Second quarter annualized GDP growth came in at a surprising 4% compared to forecasts of 2.5%. Many investors who had written off Abenomics as a failure (the Japanese version of easy money as directed by Prime Minister Shinzo Abe) are starting to reconsider their position. […]

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Brian Kelleher, CFP®

FPA Annual Conference: Brian Kelleher on cultivating a meaningful mentorship

09/29/2017

On Monday, October 2, Wealth Planner Brian C. Kelleher will be presenting a session at the 2017 Financial Planning Association Annual Conference in Nashville, TN.

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Will Tickle, CFA

Speaking Engagement: Impact Investing for Profit

08/24/2017

On September 19, Will Tickle, CFA, our Director of Impact Investing, will speak on “Impact Investing for Profit: Constructing Portfolios That Help the World and Your Bottom Line”.

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Roy Ballentine, CLU, ChFC, CFP®, insurance

Speaking Engagement: Ballentine Partners Executive Chairman & Founder to present keynote at 2017 Insider’s Forum

08/17/2017

On Thursday, September 7, 2017, Executive Chairman and Founder, Roy Ballentine, CLU, ChFC, CFP®, will present a keynote address at Bob Veres’ Insider’s Forum Conference.

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

Claudia Shilo named as a Hoffman-Hass Fellow

08/14/2017

Chief Financial Officer Claudia Shilo, MPASsm, CFP®, PFS, was among the most recent graduating cohort of the Hoffman-Haas Fellowship as part of their 2017 Central Region summer cohort.

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Sheila Lawrence, MALD, CFP®

Speaking Engagement: Finding Career Fit

08/04/2017

Sheila Lawrence, MALD, CFP®, will speak at Noonan Scholars’ Summer Academy August 9 on their panel “Finding Career Fit”, enlightening students about her personal experience of carving her own path and discovering the right field for her. 

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

Coventry Edwards-Pitt interview featured in Legacy Arts Magazine

07/07/2017

Legacy Arts Magazine featured Coventry Edwards-Pitt in an article on how parents can raise their children to reflect their family’s values.

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Will Tickle, CFA

Will Tickle featured in the Toniic T100 Impact Report

06/29/2017

“Toniic’s T100: Insights from Impact Advisors and Consultants 2017” featured Will Tickle, CFA, Director of Impact Investing.

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Ballentine Partners logo

Ballentine Partners named to the FT 300 list of top RIAs for 2017

06/22/2017

Ballentine Partners was named to the fourth annual Financial Times 300 Top Registered Investment Advisors. This marks Ballentine’s fourth consecutive appearance on the list.

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

Speaking Engagement: Gearing Up Conference

06/16/2017

Senior Client Advisor Leah M. Warren, CFP®, led the workshop “Mastering Your Money” at the Gearing Up Conference at Bentley University.

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Michael Chimento, CFA, funds, private

Speaking Engagement: SuperReturn US East Conference

06/13/2017

Ballentine’s Senior Investment Advisor, Michael P. Chimento, CFA, was a featured speaker at the SuperReturn US East Conference in Boston, MA.

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William Tickle, CFA

Speaking Engagement: Impact Capitalism Summit 2017

04/25/2017

Ballentine Partners’ Director of Impact Investing, Will Tickle, CFA, spoke on the panel “Trump Effect on the Market Across Asset Classes” at the Impact Capitalism Summit, in Chicago.

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Roy Ballentine, CLU, ChFC, CFP®, insurance

Speaking Engagement: FPA of Northern New England Breakfast

04/20/2017

Ballentine Partners’ Executive Chairman and Founder, Roy Ballentine, CLU, ChFC, CFP®, was the featured speaker for a sold-out crowd at an FPA of Northern New England educational breakfast in April.

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

Investment News speaks with Coventry Edwards-Pitt on what wealthy clients can do to ensure their children are well grounded

03/17/2017

Our Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, was quoted in the Investment News article “Help wealthy clients to avoid deadbeat kids.” Children raised amongst wealth often face a unique set of challenges when learning about motivation, accountability, and what it means to succeed.

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Ballentine Partners logo

Ballentine Partners one of Financial Planning’s “RIA Leaders 2017: Top 20 firms”

01/03/2017

Financial Planning just released their 6th RIA Leaders list, naming Ballentine Partners in the top 10.

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