News & Press
BALLENTINE PARTNERS WELCOMES KELLY LORA EWART AS HEAD OF MARKETING
04/26/2023We are pleased to announce that Kelly Lora Ewart has joined the firm as Head of Marketing. In this newly formed role, Kelly will lead the firm’s marketing department and create strategies to enhance the firm’s brand and position it for continued success.
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Debra Whitney Elected Officer of the Boston Estate Planning Council
04/06/2023Congratulations to Partner and Senior Client Advisor, Debra A. Whitney, CFP®, CAP®, AEP®, MS, who has been elected as the Treasurer for the 2023-2024 term with the Boston Estate Planning Council (BEPC). Deb has been an active member of BEPC for several years and has dedicated her time and expertise to various committees.
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Ballentine Partners Publishes Fourth Annual Impact Report
03/30/2023We are delighted to present our annual Impact Report, highlighting the philanthropic, community, sustainability, and firm cultural initiatives from 2022. We are proud to share the results of our efforts.
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BALLENTINE PARTNERS APPOINTS CHRISTOPHER CHANDLER AND PETER CHIAPPINELLI AS CO-CHIEF INVESTMENT OFFICERS
03/21/2023We are pleased to announce Christopher Chandler, CFA, CAIA, and Peter Chiappinelli, CFA, CAIA, as Co-Chief Investment Officers. Together they bring decades of experience in both the wealth management and the asset management fields.
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BALLENTINE PARTNERS ANNOUNCES TWO NEW PARTNERS: STEPHEN MARTONE AND ELLIOT ROTSTEIN
03/14/2023We are delighted to announce two new partners: Senior Wealth Advisor Stephen Martone, MSFP, CFP® and Senior Client Advisor Elliot Rotstein, CAP®. Both Stephen and Elliot have significantly impacted our firm since they joined.
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Coventry Edwards-Pitt featured on LET’S TALK Family Enterprise Podcast with Steve Legler
02/16/2023Host Steve Legler speaks with Coventry Edwards-Pitt about her third book, Engaged Healthy, Wealthy & Wise, which tells the true stories of wealth inheritors and their significant others, and how they navigated the situations surrounding the prenuptial agreements they were asked to sign by the family’s well-meaning advisors.
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Coventry Edwards-Pitt releases new Book “Engaged Healthy, Wealthy & Wise”
02/14/2023Nationally recognized wealth advisor Coventry Edwards-Pitt applies the success-story format of her previous books, Raised Healthy, Wealthy & Wise (2014), and Aged Healthy, Wealthy & Wise (2017) to her newest book Engaged Healthy, Wealthy & Wise, which offers a roadmap for inheritors and their significant others on how to navigate love and family wealth and forge their own joint path.
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Ballentine Partners has been recognized as one of Pensions & Investments Best Places to Work in Money Management in 2022
12/14/2022We are pleased to announce that we were selected as one of Pensions & Investments Best Places to Work in Money Management in 2022.
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Emily Cashman and Elliot Rotstein receive Young Professionals in Wealth Award
10/25/2022We 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®
10/07/2022Ballentine 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
09/28/2022Long-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
09/28/2022As 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
08/24/2022We 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
07/11/2022Watch 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
06/27/2022Conversations 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
06/27/2022We 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
06/24/2022Featured 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
06/24/2022Debra 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
06/24/2022This 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
04/22/2022Each 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
03/01/2022WALTHAM, 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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