News & Press

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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Anja Saloranta, Chief Operating Officer, Ballentine Partners, COO

Ballentine Partners Welcomes Chief Operating Officer, Anja Saloranta, MBA

12/15/2016

Ballentine Partners, the independent wealth management firm headquartered in Waltham, Massachusetts, welcomed Anja Saloranta as the firm’s first Chief Operating Officer. In her role as COO, Ms. Saloranta works with the President and CEO, Drew McMorrow, in the management of the firm and leading strategic initiatives.

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

Speaking Engagement: Harvard Business School Finance Conference 2016

12/04/2016

On Sunday December 4th, our Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, spoke at Harvard Business School’s Finance Conference, sharing her insights on gender, diversity, and the realities of the finance industry.

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Stephen Hopkins, CPA

Stephen Hopkins Joins the Ballentine Partners Team

09/15/2016

Stephen Hopkins has joined Ballentine Partners, the independent wealth management firm, as a Shareholder and Senior Client Advisor in our flagship office located in Wolfeboro, New Hampshire.

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

Coventry Edwards-Pitt named to the Investment News 40 Under 40 for 2016

07/16/2016

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, was named to the Investment News 40 Under 40 for 2016.

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Ballentine Partners logo

Ballentine Partners named to the FT 300 list of RIAs in 2016

06/29/2016

The Financial Times released their annual list of 300 RIA companies in 2016. Ballentine Partners was just one of 17 Registered Investment Advisors named in the state of Massachusetts.

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Drew McMorrow, MBA, CFP®

Financial Times Interviews Drew McMorrow on Behavioral Finance

06/17/2016

Financial Times interviewed President & CEO Drew McMorrow for the article “Success with money is in the mind”.

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

Coventry Edwards-Pitt named one of Private Asset Management’s 50 Most Influential Women in Private Wealth for 2016

06/01/2016

Coventry Edwards-Pitt was again named in Private Asset Management’s list of the 50 Most Influential Women in Private Wealth for 2016. PAM’s list features women chosen for their leadership roles and positive impact on the industry.

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Bruce D. Simon, CFA, CPWA®

Ballentine Partners Welcomes Back Bruce Simon

06/01/2016

Ballentine Partners is thrilled to welcome Bruce Simon back to the firm, this time in the firm’s Florida office in the role of Managing Director and Director of Portfolio Research.

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

Financial Advisor Magazine Features Leah Warren as One of “10 Young Advisors to Watch”

05/02/2016

Leah Warren, Senior Client Advisor, was featured in Financial Advisor Magazine’s May 2016 in their article “10 Young Advisors to Watch”.

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

Speaking Engagement: What the Financial Services Industry Really Thinks About Hiring, Advising and Promoting Millennial Women, Leah Warren

04/28/2016

Leah Warren, Senior Client Advisor, spoke at Bentley University on a panel discussing millennial women in the financial planning industry.

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Ballentine Partners logo

Ballentine Partners Announces Two New Partners

04/20/2016

Please join us in congratulating Adam Ochlis and Austin Poirier as they are the most recent additions to our partnership team, bringing our partner to employee ratio to 22%.

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

Covie Edwards-Pitt Blogs on Inheritances for Grandchildren

04/06/2016

Covie Edwards-Pitt, Chief Wealth Advisory Officer, writes about guidelines for planning grandchildren’s inheritances as a guest columnist for the blog Ask Dr. Gramma Karen on MommyBites.com.

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Michael Chimento, CFA, funds, private

Michael Chimento discusses private equity at the PDI Investors’ Council

03/31/2016

Michael Chimento, Managing Director and Senior Investment Advisor, was one of a select few invited to participate in the PDI Investor’s Council in California.

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Michael Chimento, CFA, funds, private

Michael Chimento Speaks With Financial Advisor IQ on the Trend Towards Selecting Passively Managed Funds

02/12/2016

Michael Chimento, Senior Investment Advisor, was featured in the Financial Advisor IQ article, “Why Many Advisors Aren’t Convinced About Passives”.

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Ballentine Partners logo

Ballentine Partners named one of the Top RIA Leaders in the Northeast for 2016

01/19/2016

Financial Planning named Ballentine Partners to their list of the top RIA Leaders by region for 2016.

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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

eFinancialCareers Speaks With Covie Edwards-Pitt on the state of the Wealth Management Industry

01/07/2016

Covie Edwards-Pitt, Chief Wealth Advisory Officer, was featured in the eFinancialCareers article, “Are wealth management firms really facing a shortage of financial advisers?”

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Ballentine Partners logo

WealthManagement.com Ranked Ballentine Partners in their list of the Top 10 High-Net-Worth Advisors in 2016 (by AUM)

01/04/2016

Ballentine Partners ranked 6th on WealthManagement.com’s list of the Top 10 High-Net-Worth Advisors in 2016.

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