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News & Press

How A Multi-Family Office is Creating A Diverse Talent Pipeline

We are pleased to have a spotlight in Financial Planning Magazine about our Ballentine Partners Scholarship to Create A Diverse Financial Planning Profession with The CFP® Board. Click here to read the full article.

December 18, 2023

Ballentine Partners has been recognized as one of Pensions and Investments Best Places to Work in Money Management in 2023

We are pleased to announce that we were selected as one of Pensions & Investments Best Places to Work in Money Management in 2023 based on our efforts to create a culture that supports employees and fosters their best work. Read more about our efforts here. Pensions & Investments partnered with Best Companies Group, a research […]

December 13, 2023

Ballentine Partners Sponsors and Participates in the 2023 CFP Board Center for Financial Planning’s Fall Events

We are proud to continue our relationship with the CFP Board and strive to be a leader in diversifying our industry and wealth management advising space. We have committed to funding a $100,000 scholarship – funded equally over 4 years beginning in 2021 – in partnership with the CFP Board’s Center for Financial Planning, to […]

November 9, 2023

Ballentine Partners named a Barron’s Top 100 RIA Firm

We are pleased to announce that we have been named a Barron’s Top 100 RIA Firm! We are excited to join the esteemed group of advisors who meet Barron’s strict quantitative and qualitative criteria. Barron’s Advisor 8th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff […]

September 18, 2023

Sean Edwards and Deb Whitney continue our relationship at The Boston Foundation

We are excited to continue our longstanding relationship with The Boston Foundation. This year, Sean Edwards, CFP®, will be joining the Professional Advisors Network, and Debra A. Whitney, CFP®, CAP®, AEP®, MS, will be joining the Professional Advisors Committee.

June 21, 2023

Ballentine Partners Welcomes Kelly Lora Ewart as Head of Marketing

We are pleased to announce that Kelly Lora Ewart has joined the firm as Head of Marketing. In this newly formed role, Kelly will lead the firm's marketing department and create strategies to enhance the firm's brand and position it for continued success.

April 26, 2023

Debra Whitney Elected Officer of the Boston Estate Planning Council

Congratulations to Partner and Senior Client Advisor, Debra A. Whitney, CFP®, CAP®, AEP®, MS, who has been elected as the Treasurer for the 2023-2024 term with the Boston Estate Planning Council (BEPC). Deb has been an active member of BEPC for several years and has dedicated her time and expertise to various committees.

April 6, 2023

Ballentine Partners Publishes Fourth Annual Impact Report

We are delighted to present our annual Impact Report, highlighting the philanthropic, community, sustainability, and firm cultural initiatives from 2022. We are proud to share the results of our efforts.

March 30, 2023

Ballentine Partners Appoints Christopher Chandler and Peter Chiappinelli as co-Chief Investment Officers

We are pleased to announce Christopher Chandler, CFA, CAIA, and Peter Chiappinelli, CFA, CAIA, as Co-Chief Investment Officers. Together they bring decades of experience in both the wealth management and the asset management fields.

March 21, 2023

Ballentine Partners Announces Two New Partners: Stephen Martone and Elliot Rotstein

We are delighted to announce two new partners: Senior Wealth Advisor Stephen Martone, MSFP, CFP® and Senior Client Advisor Elliot Rotstein, CAP®. Both Stephen and Elliot have significantly impacted our firm since they joined.

March 14, 2023

Coventry Edwards-Pitt releases new Book “Engaged Healthy, Wealthy & Wise”

Nationally recognized wealth advisor Coventry Edwards-Pitt applies the success-story format of her previous books, Raised Healthy, Wealthy & Wise (2014), and Aged Healthy, Wealthy & Wise (2017) to her newest book Engaged Healthy, Wealthy & Wise, which offers a roadmap for inheritors and their significant others on how to navigate love and family wealth and forge their own joint path.

February 14, 2023

Engaged Healthy, Wealthy & Wise: Lessons from inheritors and their significant others

Engaged Healthy, Wealthy & Wise is the third book in the series and highlights stories of inheritors and their significant others who have successfully navigated love and family wealth to forge their own joint path. When a young inheritor announces that they have met “the one” – their chosen life partner whom they hope to marry […]

February 14, 2023