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Speaking Engagement: FPA of Northern New England Breakfast

Ballentine Partners’ Executive Chairman and Founder, Roy Ballentine, CLU, ChFC, CFP®, was the featured speaker for a sold-out crowd at an FPA of Northern New England educational breakfast in April.

April 20, 2017

Investment News speaks with Coventry Edwards-Pitt on what wealthy clients can do to ensure their children are well grounded

Our Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, was quoted in the Investment News article “Help wealthy clients to avoid deadbeat kids.” Children raised amongst wealth often face a unique set of challenges when learning about motivation, accountability, and what it means to succeed.

March 17, 2017

Aged Healthy, Wealthy & Wise: Using longevity to your advantage – best practices from vibrant and engaged elders

The second in the series, Aged Healthy, Wealthy & Wise, centers on how to design a vibrant later life and legacy. There is much about aging that we can’t control. But there is much more that we can. Author Coventry Edwards-Pitt, CFA, CFP® applies the success-story format of her highly acclaimed first book, Raised Healthy, […]

January 1, 2017

Ballentine Partners Welcomes Chief Operating Officer, Anja Saloranta, MBA

Ballentine Partners, the independent wealth management firm headquartered in Waltham, Massachusetts, welcomed Anja Saloranta as the firm’s first Chief Operating Officer. In her role as COO, Ms. Saloranta works with the President and CEO, Drew McMorrow, in the management of the firm and leading strategic initiatives.

December 15, 2016

Speaking Engagement: Harvard Business School Finance Conference 2016

On Sunday December 4th, our Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, spoke at Harvard Business School’s Finance Conference, sharing her insights on gender, diversity, and the realities of the finance industry.

December 4, 2016

Stephen Hopkins Joins the Ballentine Partners Team

Stephen Hopkins has joined Ballentine Partners, the independent wealth management firm, as a Shareholder and Senior Client Advisor in our flagship office located in Wolfeboro, New Hampshire.

September 15, 2016

Coventry Edwards-Pitt named to the Investment News 40 Under 40 for 2016

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, was named to the Investment News 40 Under 40 for 2016.

July 16, 2016

Ballentine Partners named to the FT 300 list of RIAs in 2016

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.

June 29, 2016

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

The Right Way To Manage Wealth

This article addresses important questions for the owners of substantial private wealth: What is the right way to manage wealth? What mistakes do most families make? How can families avoid those mistakes? The management of private wealth should be based on a process that: Begins with a strategic plan from which long-term […]

May 31, 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