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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

Wealthy But Illiquid

The combination of risk concentration and lack of liquidity poses significant challenges for wealth management, and for the preservation of wealth. If you are the owner of a private company, a top officer, director or major shareholder in public company, a principal in a private equity, hedge fund or real estate investment firm, you could […]

February 14, 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

Estate Planning Questions and Issues to Ponder

This article explores some key estate planning issues that arise in nearly every discussion about estate planning. If couples arrive in their attorney's office having already thought about these issues, estate planning discussions will go more smoothly and couples will feel more confident in their decisions.

February 9, 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

Speaking Engagement: Harvard Business School Finance Conference 2015

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, spoke at the Finance Conference at Harvard Business School on October 24th, 2015. Covie spoke on the “Women in Finance” panel, where the group discussed what role gender plays in the financial sector and the potential challenges women face in the field.

November 2, 2015