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.
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.
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%.
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.
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.
Covie Edwards-Pitt, Chief Wealth Advisory Officer, was featured in the eFinancialCareers article, “Are wealth management firms really facing a shortage of financial advisers?”
Chris Chandler, Senior Investment Advisor, was a featured panelist at the marcus evans Private Wealth Management Summit on December 10, 2015. He spoke on the panel “Exploring Asset Allocation Strategies for Dynamic Market Conditions”.