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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

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