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Austin Poirier talks to The Wall Street Journal about energy investments

Austin Poirier, a Senior Investment Advisor at Ballentine Partners, discusses the outlook for MLP's in the years ahead.

January 14, 2014

Raised Healthy, Wealthy & Wise: Raising productive and motivated children in an age of abundance

The first in a three-book series, Raised Healthy, Wealthy & Wise focuses on helping parents to raise grounded children amid wealth. At a certain level of wealth, money makes parenting harder, not easier. Raised Healthy, Wealthy & Wise breaks new ground in the field of raising children amid wealth by hearing from the success stories: real-life […]

January 1, 2014

Roy Ballentine speaks about the importance of emotional intelligence

Roy Ballentine, Ballentine Partners’ CEO and Founder, discusses the importance of emotional literacy training in life, specifically in regards to working in teams.

November 21, 2013

Will Braman interviewed by Paul Katzeff of Investors Business Daily

Will Braman, Ballentine Partners’ Cheif Investment Officer, discusses portfolio construction and the role of ETFs with Paul Katzeff of Investors Business Daily.

October 25, 2013

The Wall Street Journal discusses the US stock market with Will Braman

Will Braman, Ballentine Partners’ Chief Investment Officer, was interviewed by the Wall Street Journal about the attractiveness of the US stock market in light of the ongoing negotiations in Washington over the budget and debt ceiling.

October 10, 2013

Austin Poirier Talks with The Wall Street Journal About MLP Funds

Austin Poirier, a Senior Investment Advisor at Ballentine Partners, discusses new energy investment options.

October 8, 2013

Roy Ballentine Published in Family Business Magazine

Roy Ballentine, Ballentine Partners’ Founder and CEO, wrote “Wealth Planning for Families with Illiquid Assets” which was published in the September/October issue of Family Business Magazine.

September 30, 2013

Will Braman Speaks with Bloomberg

Will Braman, Ballentine Partners’ Chief Investment Officer, spoke with Bloomberg about investments in loan funds.

September 13, 2013

Will Tickle Interviewed by the Federal Reserve Bank of San Francisco

Will Tickle, Senior Investment Advisor & Director of Impact Investing, was quoted in a paper by the Federal Reserve Bank of San Francisco on impact investing called “The New Family Philanthropy: Investing for Social and Environmental Change”.

August 18, 2013

Coventry Edwards-Pitt Featured in Inside Information Magazine’s August cover story

Coventry Edwards-Pitt was featured in Inside Information magazine’s August cover story “Pipeline to Empowerment” on the firm’s successful adoption of a leadership pipeline framework to develop the next generation of leaders.

August 15, 2013

Financial Planning Magazine Recognizes Several Ballentine Partners’ Employees

Lisa Cunningham, Michelle Harrison, and Austin Poirier are three of the many volunteers who were recognized by Financial Planning Magazine for their work with The Pro Bono Military Program of the Financial Planning Association of Massachusetts. For more information on the program, click here.

August 8, 2013

FinancialAdvisor IQ Interviews Roy Ballentine

Roy Ballentine, Ballentine Partners’ Founder and CEO, was interviewed by FinancialAdvisor IQ on creating and implementing financial strategies.

August 2, 2013