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William Tickle discusses real estate opportunities with Worth Magazine

William Tickle, Ballentine Partners’ Director of Impact Investing, was interviewed by Worth Magazine in their article, “Land Grab.”

June 2, 2014

Karen Anthony talks about the Relay for Life with WMTW at the NEORVCA drag race fundraiser

Karen Anthony, a Client Service Associate at Ballentine Partners, spoke with WMTW about how the Relay for Life funds raised are used. The NEORVCA race at the Ossipee Valley Fairgrounds in Maine raised over $1,900 for the American Cancer Society. To learn more about the Ballentine Partners’ Relay for Life team, click here.

June 1, 2014

Coventry Edwards-Pitt blogs on Forbes.com about 7 wealth-draining behaviors to avoid

Covie Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, blogs on Forbes.com in “How to Destroy Your Wealth in 7 Easy Steps.”

May 20, 2014

Speaking Engagement: Young & Professional: Are You Where You Should Be Financially?

Leah Warren presented "Young & Professional: Are You Where You Should Be Financially?", part of EventBrite's speaker series.

May 19, 2014

Claudia Shilo featured in The Granite State News and the Union Leader

Claudia Shilo, Ballentine Partners' Chief Financial Officer, was featured in The Granite State News and the Union Leader for being ranked as a top financial advisor by Barron's, ranking #2 in NH.

May 15, 2014

Coventry Edwards-Pitt featured in CFA Charter video about Family Wealth Planning

"Going through the CFA Program gave Coventry Edwards-Pitt, CFA, the technical tools and credibility she needs to confidently address her private wealth clients' concerns."

May 10, 2014

Speaking Engagement: Investing in Our New Tax Reality – Ramifications for Your Clients’ Portfolios

Austin Poirier, a Senior Investment Advisor at Ballentine Partners, moderated a panel discussion at the East Coast RIA Investment Forum hosted by Institutional Investor which reviewed the landscape in terms of what investors are doing - or not - to change the way they invest because of tax ramifications.

May 9, 2014

“Debunking the Myths of Impact Investing” by William Tickle is featured in Family Office Exchange’s FOXConnects

In this whitepaper, William Tickle, Ballentine Partners' Director of Impact Investing, debunks several prevalent myths of impact investing.

April 22, 2014

Speaking Engagement: Global Convergence – Investment Opportunities in 2014

Alex Knapp, an Investment Analyst at Ballentine Partners, was one of the distinguished panelists at the 3PM 2014 Annual Conference - New Horizons - Investment Marketing in the Age of Globalization.

April 9, 2014

Coventry Edwards-Pitt speaks with the New York Times about wealth and children

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer was featured in the New York Times article “Looking for Ways to Keep Money From Dividing a Family.”

March 21, 2014

Claudia Shilo ranks as a Top Advisor in Barron’s Top Advisor Rankings

Claudia Shilo, Ballentine Partners' Chief Financial Officer, was ranked as a Top Advisor in Barron's Top 1,200 Financial Advisors (she ranked #2 in NH).

February 22, 2014

Speaking Engagement: Boston Estate Planning Council Seminar – The Rising Tide of Cognitive Decline

Coventry Edwards-Pitt, Ballentine Partners' Chief Wealth Advisory Officer, was invited as a panelist at the Boston Estate Planning Council's panel discussion about the issue of cognitive decline and how families can implement best practices now to ensure that their financial strategies, wealth transfer plans, and family relationships survive the impact of this devastating disease.

January 23, 2014