October 4, 2021

October 1, 2021

Read our October newsletter for tips on setting (and resetting) your goals in uncertain times, tax benefits of QSBS, our scholarship for CFP® professionals, and more!

Read newsletter here.

Recent Insights

Julie Pulda speaking on panel at Invest in Women Symposium
Senior Impact Investment Manager Julie Pulda will attend the Invest in Women Symposium in New York City, hosted by Impax Asset Management. She will speak on a panel titled “Endowment, Foundation, and Family Office Approaches to Aligning Mission with Investments.”
October 22, 2024
Elliot Rotstein to attend ACTEC Regional Meeting
Ballentine Partners is proud to sponsor the New England Regional Meeting of The American College of Trust and Estate Counsel (ACTEC) on October 18-20th in Mystic, CT. Partner and Senior Client Advisor Elliot Rotstein will attend.
October 17, 2024
Pete Chiappinelli speaking on panel at Global ARC Boston
Partner and Chief Investment Officer Pete Chiappinelli will speak on a panel focusing on high-alpha strategies at Global ARC Boston. Click here to learn more.
October 15, 2024