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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

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