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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

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