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Speaking Engagement: More Than Just Money

Jennifer Dowling Dougherty, Senior Investment Advisor at Ballentine Partners, moderated a panel on entrepreneurs and investing at HUBweek Boston on October 7th. The panel discussed the ways female investors can increase the percentage of women-owned businesses.

October 29, 2015

Financial Advisor IQ interviews Austin Poirier on the effect of volatility on MLPs

Austin Poirier, Senior Investment Advisor at Ballentine Partners, was interviewed for Financial Advisor IQ’s article, “Volatility Hits Some MLPs Harder Than Others These Days”.

October 21, 2015

Speaking Engagement: Learning to Lead: Developing Leaders & Partners

Coventry Edwards-Pitt was a featured panelist during the Keynote Presentation of Bob Veres’ Insider’s Forum on September 29, 2015.

October 17, 2015

Speaking Engagement: Investing in Private Debt

Michael Chimento, CFA, Investment Advisor for Ballentine Partners, was featured as a panelist at the Private Debt Investor Conference.

October 15, 2015

Speaking Engagement: Southeastern Family Office Forum

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, gave the keynote address at the Southeastern Family Office Forum in Atlanta, Georgia on September 16th, 2015. The conference featured deep, meaningful sessions designed to provide attendees practical information to take away.

September 30, 2015

Speaking Engagement: New England Women in Family Office Half Day Conference

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, recently spoke at the Fidelity New England Women in Family Office Half Day Conference. There she facilitated a discussion with attendees on how children develop a sense of self, and how parents can use this knowledge to help instill values.

September 23, 2015

Ballentine Partners ranked by the Boston Business Journal’s list of Largest Independent Investment Advisors in MA

Boston Business Journal included Ballentine Partners in their list of the Largest Independent Investment Advisers in Massachusetts, ranked by total assets under management as of June 1, 2015.

July 24, 2015

Author Spotlight podcast with Coventry Edwards-Pitt

Mike Consol of Real Assets Adviser interviewed Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, in their Author Spotlight on her book, “Raised Healthy, Wealthy & Wise.”

July 16, 2015

Financial Times names Ballentine Partners in their list of the “Top 300 RIA” ranking

The Financial Times published their 2015 list of the Top 300 Registered Investment Advisor and Ballentine Partners was listed for the second consecutive year.

June 18, 2015

The Wall Street Journal interviews Will Braman on the markets

The Wall Street Journal interviewed Will Braman, Ballentine Partners’ Chief Investment Officer in their article “U.S. Stocks End Little Changed.”

June 9, 2015

The Seattle Foundation blogs about “Raised Healthy, Wealthy & Wise”

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, and author of “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way,” was featured by the Seattle Foundation in their recent blog.

May 14, 2015

Ballentine Partners Opens Florida Office

Ballentine Partners, the Boston-based independent investment and wealth management firm, announced today the firm’s expansion into the Florida market with its new office, located in Palm Beach Gardens, Florida. Christopher Chandler, CFA, CAIA and Jennifer Eaton, JD, veterans of the wealth management industry, will head up the firm’s Florida team.

May 4, 2015