News & Press

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.

READ MORE
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.

READ MORE
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.

READ MORE
aging, health, death, wealth

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.

READ MORE
aging, health, death, wealth

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.

READ MORE
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.

READ MORE
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.

READ MORE
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. 

READ MORE
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.

READ MORE
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?

READ MORE
Roy Ballentine, CLU, 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.

READ MORE
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. […]

READ MORE
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.

READ MORE
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”.

READ MORE
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.

READ MORE
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.

READ MORE
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. 

READ MORE
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.

READ MORE
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.

READ MORE
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.

READ MORE
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.

READ MORE
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.

READ MORE
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.

READ MORE
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.

READ MORE
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.

READ MORE
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.

READ MORE