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News & Press

Financial Times Interviews Drew McMorrow on Behavioral Finance

Financial Times interviewed President & CEO Drew McMorrow for the article “Success with money is in the mind”.

June 17, 2016

Ballentine Partners Welcomes Back Bruce Simon

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.

June 1, 2016

Financial Advisor Magazine Features Leah Warren as One of “10 Young Advisors to Watch”

Leah Warren, Senior Client Advisor, was featured in Financial Advisor Magazine’s May 2016 in their article “10 Young Advisors to Watch”.

May 2, 2016

Speaking Engagement: What the Financial Services Industry Really Thinks About Hiring, Advising and Promoting Millennial Women, Leah Warren

Leah Warren, Senior Client Advisor, spoke at Bentley University on a panel discussing millennial women in the financial planning industry.

April 28, 2016

Ballentine Partners Announces Two New Partners

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%.

April 20, 2016

Covie Edwards-Pitt Blogs on Inheritances for Grandchildren

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.

April 6, 2016

Michael Chimento discusses private equity at the PDI Investors’ Council

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.

March 31, 2016

Michael Chimento Speaks With Financial Advisor IQ on the Trend Towards Selecting Passively Managed Funds

Michael Chimento, Senior Investment Advisor, was featured in the Financial Advisor IQ article, “Why Many Advisors Aren’t Convinced About Passives”.

February 12, 2016

eFinancialCareers Speaks With Covie Edwards-Pitt on the state of the Wealth Management Industry

Covie Edwards-Pitt, Chief Wealth Advisory Officer, was featured in the eFinancialCareers article, “Are wealth management firms really facing a shortage of financial advisers?”

January 8, 2016

Speaking Engagement: marcus evans Private Wealth Management Summit on Asset Allocation

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”.

December 15, 2015

Real Assets Adviser Magazine Features Will Braman for the December 2015 Cover Story

Will Braman, CIO at Ballentine Partners, was interviewed for the cover story of Real Assets Adviser magazine’s December 2015 issue. The full interview was featured on Real Asset Adviser’s website in a podcast, and now the article, “It’s the People”, is available online and in print.

December 4, 2015

Inside the Edition with Will Braman, CIO, Ballentine Partners

Will Braman, CIO at Ballentine Partners, spoke with Real Assets Adviser for their December cover story on how our talented employees drive the success of the firm.

November 18, 2015