Emily Cashman Magno joins our team, our Community Gifts Committee announces their support of a number of non-profits, Jake Northrup spoke at Boston University’s Career Night, our Director of Research shares his post-election investment insights, we feature a story about transitioning a portfolio to match the client’s, Sheila Lawrence will speak about philanthropy at an upcoming event, our Employee Spotlight features Sam Gough, CFP®, and more!
Ballentine Partners, LLC | 781-314-1300 | [email protected]
© Copyright 2021 Ballentine Partners, LLC. All rights reserved.
FOR DETAILS OF HOW ANY SURVEYS REFERENCED ABOVE WERE CONSTRUCTED, PLEASE REFER TO OUR DETAILED DISCLOSURES IN EACH LISTING. THE SURVEYS DO NOT IMPLY ANYTHING ABOUT A PARTICULAR CLIENT'S EXPERIENCE OR INVESTMENT RESULTS WITH BALLENTINE PARTNERS.