News & Press

Emily Cashman and Elliot Rotstein receive Young Professionals in Wealth Award

10/25/2022

We are pleased to announce that Emily Cashman and Elliot Rotstein are recipients of the 2022 Young Professionals in Family Wealth Awards.

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BALLENTINE PARTNERS WELCOMES GENEVIEVE GEORGE, CPA, CFP®, CFE, CDFA®

10/07/2022

Ballentine Partners welcomed Genevieve George, CPA, CFP®, CFE, CDFA®, as a Senior Wealth Advisor. Genevieve joined Ballentine Partners’ High Net Worth Practice, which works with clients who have investable assets between $3.5 – $25 million. She will help clients by delivering comprehensive financial advice with the highest level of personal service and professional integrity.

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Coventry Edwards-Pitt was the featured speaker at Impact the Palm Beaches Legacy Society

09/28/2022

Long-time supporters of Impact The Palm Beaches, a philanthropic organization where women collectively give to non-profits in Palm Beach County, Ballentine Partners sponsored their Inaugural Legacy Reception.

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Aged Healthy, Wealthy & Wise is now available on Audible

09/28/2022

As the fall season beckons and a new school year begins, this is a great listen for anyone taking stock of things in their lives that may be worth reflecting on.

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The Ballentine Partners CFP Scholarship Application Window is Now Open

08/24/2022

We are thrilled to announce that the application window is now open for the Ballentine Partners Scholarship that aims to create a diverse financial planning profession. Ballentine Partners has committed to funding a $100,000 scholarship in partnership with the CFP Board’s Center for Financial Planning to help support Black and Latinx CFP® candidates working to complete the education coursework required to earn their CERTIFIED FINANCIAL PLANNER™ credential.

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Ballentine Partners – Impact Report Video

07/11/2022

Watch our latest video where Jennifer Murtie, Akeiva Ellis, Will Tickle, Julie Pulda, and Humberto J. Soares talk about the company’s 2021 annual Impact Report. Each year a new Impact Report is written to summarize Ballentine Partners’ progress and share our learnings and evolution as a business.

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Ballentine Broadcast, Conversations on Black Wealth, was a finalist at this year’s Advisor Podcast Awards

06/27/2022

Conversations on Black Wealth, a podcast hosted by Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, was a finalist at this year’s Advisor Podcast Awards.

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Akeiva Ellis Recognized with Standing Ovation Award

06/27/2022

We are pleased to announce that Ballentine Partners’, Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, has been honored with AICPA’s Personal Financial Planning Standing Ovation Award. The AICPA’s Standing Ovation program recognizes young CPAs who exhibit exemplary professional achievement in personal financial planning, business valuation, forensic accounting, information management, and technology assurance.

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Senior Client Advisors, Will Tickle and Sheila Lawrence, recently featured on the podcast Better Money, Better World 

06/24/2022

Featured on the Better Money, Better World podcast, Will Tickle, CFA, and Sheila Lawrence, MALD, CFP®, CAP®, discuss multi-generational wealth values, such as raising children who are grounded, engaged, and empowered to use their resources toward goals for the family, community, and society.

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Deb Whitney awarded Accredited Estate Planner® Designation 

06/24/2022

Debra Whitney, CFP®, CAP®, AEP®, MS, was among a group of seven advisors in the Boston community that received the AEP® designation.

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Julie Pulda hosted Ask the Expert session for Invest for Better

06/24/2022

This month, Julie Pulda, Impact Investing Manager, hosted the Ask the Expert: Private Investment and Fund Managers session for Invest for Better.

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Ballentine Partners publishes third annual Impact Report

04/22/2022

Each year we write this report to summarize our progress, hold ourselves accountable, and to share our learnings and evolution as a business. We are pleased to share our third annual Impact Report. We hope you will enjoy reading this report, and, as we always do, we seek feedback, suggestions, and wisdom from others.

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Ballentine Partners Announces Two New Partners: Emily Cashman and Elisa Lustig

03/01/2022

WALTHAM, MA (March 1, 2022) – Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is delighted to announce two new partners: Senior Client Advisor Emily Cashman and Director of Private Investing Elisa Lustig. This brings our total number of employee owners to 21 and our partner to employee ratio to 20%.

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“Class of 2021” New Hires Reflect on the Ballentine Partners’ Culture

12/15/2021

Listen to Senior Wealth Advisor Michelle Soufan, CFP® and Senior Client Advisor Liz Campana, CFP®, CAP® discuss the role company culture played in their path to joining Ballentine Partners in 2021.

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Ballentine Partners Sponsors and Participates in the 2021 CFP Board Center for Financial Planning’s Fall Events

12/15/2021

Ballentine Partners was thrilled to participate in the 2021 CFP Board Center for Financial Planning’s Diversity Summit & Career Fair that took place on November 17-19, and to be a Major Sponsor of this powerful event.

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Ballentine Partners has been recognized as one of Pensions & Investments Best Places to Work in Money Management in 2021

12/14/2021

We are pleased to announce that we were selected as one of Pensions & Investments Best Places to Work in Money Management in 2021 based on our efforts to create a culture that supports employees and fosters their best work.

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Ballentine Partners Announces a Scholarship to Create a More Diverse Financial Planning Profession

09/21/2021

Ballentine Partners is excited to start our first scholarship program that aims to advance the financial planning profession by growing the number and diversity of CFP® professionals. This scholarship provides financial assistance to qualified individuals who identify as Black or African American and/or Hispanic or Latino and who strive to obtain the CFP® certification.

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Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, receives the Financial Planning Rising Star award

08/27/2021

Akeiva Ellis, Ballentine Partners’ Financial Education Specialist, was selected as a recipient of the Financial Planning Rising Star award.

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Ballentine Partners Grows Footprint in the Northeast

08/26/2021

Ballentine Partners is pleased to announce its expansion to four office locations. To accommodate the firm’s continuing growth and align its New Hampshire office footprint with its flexible work-from-home policy, the firm is opening a new Seacoast Region office in Rochester, NH, in the fall of 2021. In addition, the firm is relocating its Wolfeboro, NH office from 55 Mill Street to a new location on Main Street in Wolfeboro that will open in early 2022.

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Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, recognized as a 2021 LUMINARY by ThinkAdvisor

08/20/2021

Akeiva Ellis, Financial Education Specialist at Ballentine Partners, LLC, is recognized by ThinkAdvisor as a 2021 LUMINARY within the “Diversity & Inclusion Individuals – RIAs” category.

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Coventry Edwards-Pitt, CFA, CFP®, featured on Beyond the Balance Sheet podcast

06/11/2021

Covie Edwards-Pitt was a a featured guest speaker on the Beyond the Balance Sheet podcast hosted by Diana Clark and Arden O’Conner.

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Jennifer M. Eaton Awarded Girl Scouts ‘Go-Getter’ Emerald Award

06/11/2021

Partner and Senior Client Advisor Jennifer M. Eaton was awarded the ‘Go-Getter’ Emerald award from the Girl Scouts of Southeast Florida.

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Sheila Lawrence, MALD, CFP®, CAP®, accepts nomination onto the Community Advisory Board of WBUR

03/11/2021

Partner & Senior Client Advisor Sheila Lawrence has accepted a nomination onto the Community Advisory Board of WBUR, Boston’s NPR News Station.

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Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, named CFP Board Ambassador

03/11/2021

Please join us in congratulating our colleague Akeiva Ellis on being named CFP Board Ambassador. This is a position with national reach, focused on promoting the need for financial education and competent, ethical financial planning.

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Jennifer Christian Murtie, MBA, announced as Partner and featured on A New Lens podcast

03/11/2021

We are pleased to announce that Jen Murtie, Head of the High Net Worth Practice, has been named Partner. Her depth of operational, management, leadership, and advisory experience has been a tremendous asset to our High Net Worth group and the firm overall.

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Ballentine Partners publishes second annual Impact Report

03/11/2021

We are pleased to share our second annual Impact Report.

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