News & Press

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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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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Sheila Lawrence on having “The Philanthropy Talk” with clients

12/12/2018

Partner and Senior Client Advisor Sheila C. Lawrence, MALD, CFP®, CAP®, was a featured panelist at an event hosted jointly by The Boston Foundation, The Boston Estate Planning Council, The Philanthropic Initiative, and the Massachusetts Society of CPAs entitled “The Philanthropy Talk: How Do I Do It & Why Do I Have To?”.

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Sheila Lawrence, MALD, CFP®, CAP®

Sheila Lawrence featured at the NEID Global Changemakers Gala

11/29/2018

Sheila C. Lawrence, MALD,CFP®, CAP®, was featured at the New England International Donors Global Changemakers Gala, held on November 28, 2018.

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Emily Cashman Magno

Ballentine Partners Welcomes Emily Cashman Magno

11/13/2018

Ms. Cashman Magno will be joining Ballentine’s highly accomplished team to be a strategic partner to her clients, helping them to creatively solve problems and align their financial plans with their goals and values.

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Our Community Gifts Committee announces our support of a number of non-profits

11/09/2018

Our commitment to philanthropy continues this quarter with our support of a number of local and national charitable organizations.

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Jake Northrup, CFP®, CFA

Ballentine Partners at BU’s Financial Planning Career Night

11/01/2018

Ballentine’s own Jake Northrup, CFP®, CFA, will be speaking at BU’s upcoming career night with the Financial Planning Association on Wednesday, November 14.

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Ballentine employees show their support at More Than Words, a Boston-area non-profit

10/30/2018

A team of Ballentine employees took a few hours out of their work day to assist the Boston-area non-profit, More Than Words. 

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William Tickle, CFA

Will Tickle featured at Total Impact Boston

09/28/2018

Senior Investment Advisor and Director of Impact Investing Will Tickle, CFA, will be speaking at Total Impact Boston on October 4, 2018.

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Roy Ballentine and Drew McMorrow speaking at Bob Veres’ Insider’s Forum

09/17/2018

Ballentine Partners Executive Chairman & Founder Roy Ballentine and President & CEO Drew McMorrow are speaking at Bob Veres’ Insider’s Forum on September 24, 2018.

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White present with a silver bow in one corner with an tree branch below it on a white background

Our Community Gifts Committee is delighted to announce our fall charitable beneficiaries

08/13/2018

At Ballentine Partners, in addition to our passion for helping clients reach their philanthropic goals, we are also committed to philanthropy as a firm.

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Cover of the book "Aged Healthy, Wealthy & Wise"

Covie Edwards-Pitt to speak in Newton on planning to age well

07/18/2018

Author and Chief Wealth Advisory Officer Coventry Edwards-Pitt will be speaking at the Newton Council on Aging on July 24.

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Person standing on a busy street corner with long-exposure car lights whizzing by

President & CEO Drew McMorrow featured in Financial Advisor cover story

07/11/2018

President & CEO Drew McMorrow, MBA, CFP®, was featured in Financial Advisor’s July 2018 Cover story “Standing Still is Not an Option”.

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Deb Whitney, CFP®

Debra Whitney joins the Board of the Boston Estate Planning Council

07/10/2018

We’re proud to announce that the Boston Estate Planning Council has elected Senior Client Advisor Debra A. Whitney, MS, CFP®, to their Board of Directors.

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Boston skyline at dusk

Roy Ballentine named one of “Boston’s Financial Champions” by AUM/Boston

07/05/2018

Our Executive Chairman and Founder, Roy C. Ballentine, ChFC, CFP®, was named one of the next generation of Boston’s Financial Champions in the inaugural issue of AUM Boston magazine.

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Cover of the book "Aged Healthy, Wealthy & Wise"

The art of having difficult conversations

07/03/2018

Author and Chief Wealth Advisory Officer Coventry Edwards-Pitt, CFA, CFP®, and her book Aged Healthy, Wealthy & Wise were again featured in Legacy Arts magazine in Issue 15, “Not Alone: Your Unique Path.”

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Closeup of 3 people working at a conference table in a business setting

Jake Northrup discusses adding a “mini-retirement” to your financial plan with TheStreet

07/02/2018

Investment Advisor Jake Northrup, CFP®, was featured in an article by TheStreet on how to plan for a mini-retirement without derailing your financial plan.

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Sheila Lawrence, MALD, CFP®, CAP®

Sheila C. Lawrence named one of Investment News’ 40 Under 40 for 2018

06/18/2018

We’re proud to announce that Partner & Senior Client Advisor Sheila C. Lawrence, MALD, CFP®, has been recognized as one of Investment News’ 40 Under 40 honorees for 2018. The 40 Under 40 project shines a spotlight on exceptional young financial services professionals that not only have already amassed impressive accomplishments, but also show leadership and promise for the future of the industry.

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Gifts, Envelope, Giving, Charitable, Philanthropy

Our Community Gifts Committee is pleased to announce their support of a number of charitable organizations

05/17/2018

At Ballentine Partners, we not only help clients reach their philanthropic goals, we are also committed to philanthropy as a firm. Each year, we select organizations from within our communities in New Hampshire, Massachusetts, and Florida to support financially.

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Coventry Edwards-Pitt, CFA, CFP®

Coventry Edwards-Pitt speaks at the Rhode Island Foundation

05/15/2018

Chief Wealth Advisory Officer Coventry Edwards-Pitt, CFA, CFP®, author of Author of the Healthy, Wealthy & Wise collection, spoke at the Rhode Island Foundation on May 10th about what people can do to ensure that they make the most out of their elder years.

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Stephen H. Hopkins

Stephen H. Hopkins joins the board of the National Philanthropic Trust

04/17/2018

Ballentine Partners is happy to announce that Stephen H. Hopkins, Partner and Senior Client Advisor, has been appointed to the Board of Trustees of the National Philanthropic Trust.

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Coventry Edwards-Pitt, CFA, CFP®

Keeping infighting out of your children’s futures

03/23/2018

Chief Wealth Advisory Officer and author, Coventry Edwards-Pitt, CFA, CFP®, was interviewed for The New York Times’ article “Here’s How to Maintain Peace Among Your Heirs”.

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partners

Ballentine Partners Announces Five New Partners

03/14/2018

We are delighted to announce the elevation of five new partners.  This broadened employee ownership underscores our commitment to remaining independent, bringing the total number of employee owners to 19 and our partnership to employee ratio to 24%.

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Ballentine Partners logo

Ballentine Partners takes home award at Family Wealth Report Awards 2018

03/09/2018

Ballentine Partners was honored to win the “Women in Wealth Management (Company contribution)” award at the Family Wealth Report Awards 2018 last night in New York City.

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Coventry Edwards-Pitt, CFA, CFP®

Helping clients navigate the changes that come with retirement

02/28/2018

Coventry Edwards-Pitt, CFA, CFP®,  Chief Wealth Advisory Officer and author of The Healthy, Wealthy & Wise Collection, was interviewed by Financial Advisor IQ’s Bruce Love on how advisors can help clients manage the nuanced changes that come with retirement.

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Library shelf

Coventry Edwards-Pitt featured at the Waban Library Center

02/09/2018

Author and Chief Wealth Advisory Officer Coventry Edwards-Pitt, CFA, CFP®, visited the Waban Library Center this week to speak about the insights she gained while conducting interviews with successful, happy elders for her most recent book, Aged Healthy, Wealthy & Wise: Lessons from vibrant and inspiring elders on how they designed their later lives.

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Sheila Lawrence, MALD, CFP®, CAP®

Sheila Lawrence named a Five Star Wealth Manager

01/18/2018

Senior Client Advisor Sheila C. Lawrence, MALD, CFP®, has been named a Five Star Wealth Manager for 2018 by Five Star Professional.

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Coventry Edwards-Pitt, CFA, CFP®

Talking to clients now about aging

01/10/2018

Author and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, spoke to Financial Advisor IQ about how advisors can help their clients plan for aging.

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