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Ballentine Partners Welcomes Emily Cashman Magno

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.

November 13, 2018

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

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

November 9, 2018

Ballentine Partners at BU’s Financial Planning Career Night

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.

November 1, 2018

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

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

October 30, 2018

Will Tickle featured at Total Impact Boston

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

September 28, 2018

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

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

September 17, 2018

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

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

August 13, 2018

President & CEO Drew McMorrow featured in Financial Advisor cover story

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

July 11, 2018

Debra Whitney joins the Board of the Boston Estate Planning Council

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.

July 10, 2018

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

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.

July 5, 2018

The art of having difficult conversations

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.”

July 3, 2018

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

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.

July 2, 2018