News & Press

Ballentine Partners Welcomes Elisa Gruber Lustig

03/30/2020

Ballentine Partners, a leading independent wealth management firm headquartered in Waltham, Massachusetts, announced that Elisa Gruber Lustig has joined the firm as the Director of Private Investing, where she will lead the firm’s private investing activities.

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Akeiva Thomas to be featured on PlanStronger TV

02/21/2020

Wealth Planning Associate, Akeiva Thomas, MSFP, CPA/PFS, CFP® will be a featured guest on Season 5 of PlanStronger TV.

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Ballentine Partners publishes first Impact Report

02/19/2020

We created an impact report that organizes and articulates the work we are doing to be a more sustainable firm across all aspects of our business.

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Coventry Edwards-Pitt featured on Effective Family Office Podcast

01/22/2020

Hosted by Angelo Robles, Covie Edwards-Pitt was the featured guest speaker on the podcast episode titled, “Longevity is a Gift, Only If You Know How to Use It,” where she shared stories and insights on aging from her book Aged Healthy, Wealthy & Wise.

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Sheila Lawrence, MALD, CFP®, CAP®

Sheila Lawrence named onto Boston board of SCS Noonan Scholars

11/13/2019

Sheila Lawrence, MALD, CFP®, CAP®, has been appointed to the Boston board of SCS Noonan Scholars where she will continue to increase the value and meaning of the program. In her work, Sheila is passionate about helping clients define and achieve their goals, guiding families in fully aligning their financial management with their values. She applies this passion for helping others to her work as a mentor for SCS Noonan Scholars and as a mentor to students.

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Roy Ballentine featured in “The Dimensions of Leadership,” the October Issue of Inside Information

10/29/2019

What IS leadership? How do you cultivate it? Founder and Executive Chairman Roy Ballentine, ChFC, CFP®, was featured in the October issue of Bob Veres’ Inside Information where he shared his views on what makes an effective leader.

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Drew McMorrow, MBA, CFP®

Drew McMorrow spoke on how firms can define and communicate their identity

10/17/2019

President & CEO Drew McMorrow, MBA, CFP®, spoke at The Family Wealth Alliance Fall Forum where he led a panel discussion on differentiation and brand awareness.

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Jennifer M. Eaton, JD

Jennifer M. Eaton to speak on multi-family offices at SEFOF conference

09/11/2019

Later this month, Jennifer M. Eaton, Partner & Senior Client Advisor, will speak at the Southeastern Family Office Forum a session designed to help families better understand single and multi-family offices.

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College lecture

Roy Ballentine shares the importance of having a wealth management strategy

09/10/2019

This week, Roy Ballentine, our Executive Chairman & Founder, is scheduled to speak at Bob Veres’ Insider’s Forum on Wealth Management Strategy Development.

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Ballentine Partners Moves Growing Florida Office

08/20/2019

We are happy to announce our Palm Beach Gardens office has expanded to a new space located on PGA Boulevard, nearly doubling its square footage. The new space provides employees with state-of-the-art work space to facilitate internal and external collaboration and communication, while providing room to grow.

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Akeiva M. Thomas, MSFP, CPA/PFS

Akeiva Thomas to speak at the FPA of MA’s NexGen Women’s Initiative event

08/20/2019

Our very own Akeiva Thomas, MSFP, CPA/PFS, Wealth Planning Associate, shares her insights on how to successfully enter the financial planning industry in the Career Transitions panel hosted by the Financial Planning Association of Massachusetts.

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Older man showing something in his hand to a young girl, likely grandfather with grand daughter

Talking positively about Aging with Family Wealth Report

07/29/2019

Coventry Edwards-Pitt spoke with Joe Reilly about her book Aged Healthy, Wealthy & Wise.

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Julie Pulda

Julie Pulda speaking at the Impact Capitalism Summit in Nantucket

07/01/2019

Julie Pulda, Impact Analyst, will be speaking at the Impact Capitalism Summit July 17-18 in Nantucket.

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Ballentine team volunteers to End 68 Hours of Hunger

06/17/2019

A number of the Ballentine team in New Hampshire gave up time on their Friday to help raise money and food for the organization End 68 Hours of Hunger for the greater Wolfeboro area.

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Leaf resting on rocks in shallow water

Ballentine sponsoring “Wellness Wednesdays” and more at Castle in the Clouds

06/07/2019

Ballentine Partners is sponsoring a number of events at Castle in the Clouds this summer in Moultonborough, NH.

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Ballentine team volunteers at Lexington Community Farm

06/06/2019

A group of Ballentine employees recently spent a few hours of their morning to visit local nonprofit Lexington Community Farm and help plant rows of tomato varieties and eggplants.

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Leah M. Warren, CFP®

Leah Warren speaking at the 2019 Gearing Up Conference

06/01/2019

Senior Client Advisor Leah M. Warren, CFP®, is speaking at the 2019 Gearing Up conference tomorrow at Bentley University’s Center for Women and Business.

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Drew McMorrow, MBA, CFP®

Drew McMorrow speaking at the FOX Wealth Advisor Forum

04/24/2019

President & CEO Drew McMorrow, MBA, CFP®, will be speaking at the Family Office Exchange Wealth Advisor Forum next Thursday, May 2.

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William Tickle, CFA

Will Tickle speaking at the Impact Capitalism Summit in Denver

04/22/2019

Will Tickle, CFA, Partner, Senior Investment Advisor, & Director of Impact Investing, will be speaking at the Impact Capitalism Summit in Denver this week.

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

Raised Healthy, Wealthy & Wise featured in Money.com article on experts’ resources for raising financially fit kids

04/11/2019

Raised Healthy, Wealthy & Wise by Covie Edwards-Pitt, CFA, CFP®, was featured in the Money.com article “How to Teach Your Kids About Money — and Make Them WANT to Do Chores — According to Family Finance Experts”.

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Julie Pulda

Jules Pulda guest judging the Fletcher Social Investment Group’s Project Showcase

04/10/2019

Julie Pulda, Impact Analyst, will be a featured judge at her alma mater Tufts University’s Fletcher Social Investment Group’s (FSIG) Project Showcase on April 17.

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Deb Whitney, CFP®, CAP®, MS

Ballentine Partners Names Debra A. Whitney as Partner

04/02/2019

Ballentine Partners is pleased to announce Debra A. Whitney as a new partner. The 19 existing partners are proud to include Ms. Whitney in their cohort, recognizing not only her excellence and leadership role in the firm and dedication to her clients, but also her deep involvement in finance and philanthropy across greater Boston.

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Christopher C. Chandler, CFA, CAIA

Chris Chandler speaking at Opal Group’s Impact Investing Forum

03/26/2019

Partner and Senior Investment Advisor Christopher C. Chandler, CFA, CAIA, will be speaking at Opal Group’s 4th annual Impact Investing Forum next Monday, April 1.

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Julie Pulda

Jules Pulda speaking at careers in impact investing panel

03/20/2019

Impact Analyst Julie Pulda is speaking at the Careers in Impact Investing panel discussion, hosted by Tufts University’s Fletcher Social Investment Group.

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International Small Cap: Hiding in Plain Sight

International Small Cap: Hiding in Plain Sight

03/18/2019

Executive Summary

Professional investors have long touted the benefits of investing globally in order to expand the opportunity set and diversify the portfolio beyond home country borders. Most investors have expressed this view by investing in large capitalization multinational companies based outside the United States. We believe that investors have largely overlooked a more attractive subset of international equities: small capitalization stocks. Their returns have significantly outpaced large cap international stocks over long time frames with only slightly more risk. They offer significantly higher growth potential than large cap companies, but at similar valuation levels. These companies tend to focus on their local markets, providing significant diversification benefits to a global equity portfolio dominated by global franchises. In addition, they are not widely followed, creating an opportunity for active managers to generate superior returns versus unmanaged indices.

The following presents the case for why small cap international stocks should have a place in every global investment portfolio. For the past 5 years, we have had a significant overweight to international small cap in our recommended international equities portfolio. This paper makes the case for why we will continue to do so.

Read the white paper here:

International Small Cap: Hiding in Plain Sight
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Sheila Lawrence, MALD, CFP®, CAP®

Sheila Lawrence featured in an AUM/Boston article on “The Philanthropy Talk”

02/26/2019

AUM/Boston Magazine featured an article on “The Philanthropy Talk: How Do I Do It & Why Do I Have To?” in their February/March 2019 issue.

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Ballentine Partners logo

Roy Ballentine & Drew McMorrow featured in Bob Veres’ Inside Information

02/05/2019

Founder & Executive Chairman Roy Ballentine and CEO Drew McMorrow were featured in the February 2019 issue of Bob Veres’ Inside Information about their presentation at the 2018 Insider’s Forum conference.

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Coventry Edwards-Pitt featured in new book “Wealth of Wisdom”

01/30/2019

Author and Chief Wealth Advisory Officer Coventry Edwards-Pitt, CFA, CFP®, is a featured author in the book Wealth of Wisdom: the Top 50 Questions Wealthy Families Ask. The book is broken down into 9 topics, each with different chapters written by industry experts answering some of the toughest questions wealthy families often grapple with.  Her chapter, “How Can Your Family Encourage Financial Literacy in Every Member?” answers that seemingly simple question in a surprising way: it’s not just about knowing technical terms and how to save; it’s about their deeper values. You can hear more about Covie’s insights on the subject in Episode 12 of the Wealth of Wisdom Podcast.

Find out more about Wealth of Wisdom and order the book on their website and Amazon.

Coventry Edwards-Pitt, CFA, CFP®, is the Chief Wealth Advisory Officer at Ballentine Partners, a firm that specializes in providing investment and wealth management advice to wealthy families and entrepreneurs. She began her career at Goldman Sachs after graduating from Harvard University. Covie is also the author of Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way (2014).  Since its publication, Covie has spoken at over 70 events for wealth owning families and their advisors, sharing the book’s key messages about what works when raising children amid wealth. She lives in the Boston area with her husband and daughter. Learn more about Coventry Edwards-Pitt.

Learn more about the Healthy, Wealthy & Wise collection.

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Emily P. Dunford, CFP®, CRPC®

Emily (Samuelson) Dunford a featured commentator at the U.S. Figure Skating Championships

01/28/2019

Wealth Planning Associate and U.S. ice dance medalist Emily (Samuelson) Dunford, CFP®, CRPC®, was featured as a guest commentator at the U.S. Figure Skating Championships 2019 in Detroit, MI this past weekend.

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Jake Northrup, CFP®, CFA

Jake Northrup named NexGen Director of the Financial Planning Association of Massachusetts

01/28/2019

Investment Advisor Jake Northrup, CFP®, CFA, has just been announced as the next Director of the Financial Planning Association of Massachusetts’ NexGen group.

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Jennifer Christian Murtie

Ballentine Partners Welcomes Jennifer Murtie

01/24/2019

Ballentine Partners, a leading independent investment and wealth management firm headquartered in Waltham, Massachusetts, welcomed Jennifer Murtie as a Managing Director and Senior Investment Advisor.

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Jennifer M. Eaton, JD

Jennifer Eaton featured in the Palm Beach Daily News on Living Longer and Well

01/09/2019

An article written by Jennifer M. Eaton, JD, Partner and Senior Client Advisor at Ballentine Partners and Vice Chair of the charitable organization Impact the Palm Beaches, was featured in the Estate Planning segment of the Palm Beach Daily News this week called “Designing your Fountain of Youth: The Success Factors to Living Longer and Well.”

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