Our ThinkingFilter byAllInvestment InsightsNews & PressWealth InsightsPodcastsHealthy, Wealthy & Wise CollectionReportsAllAllInvestment InsightsNews & PressWealth InsightsPodcastsHealthy, Wealthy & Wise CollectionReportsRoy Ballentine published in the New Hampshire Business ReviewBallentine Partners' CEO and Chairman of the Board, Roy Ballentine, recently published the article "Succession planning: a case history" in the New Hampshire Business Review.January 27, 2012Claudia Shilo quoted by WSJ.comBallentine Partners' Managing Director, Claudia Shilo, was recently quoted in the WSJ.com article "What's Next? The Outlook for 2012".December 12, 2011Claudia Shilo featured in NAFPA Advisor MagazineBallentine Partners' Managine Director, Claudia Shilo, was featured in the NAPFA Advisor Magazine Article "A Match Made in Heaven".December 1, 2011Coventry Edwards-Pitt Named to “40-under-40” List by Boston Business JournalBallentine Partners' Chief Wealth Advisory Officer, Coventry Edwards-Pitt, was selected as one of Boston Business Journal's "40-under-40".October 20, 2011Ballentine Partners Appoints Drew McMorrow as President, Coventry Edwards-Pitt as Chief Wealth Advisory OfficerFirm founder Roy Ballentine to remain actively involved as ChairmanOctober 18, 2011Coventry Edwards-Pitt quoted in Dow Jones NewswireBallentine Partners' Managing Director, Coventry Edwards-Pitt, was recently quoted in the Dow Jones Newswire "Making Plans for Dementia"July 29, 2011Coventry Edwards-Pitt quoted in Investment NewsBallentine Partners' Managing Director, Coventry Edwards-Pitt, was recently quoted in the Investment News article "Dear Mom and Dad: Camp is great; I won a medal for investing!"May 25, 2011Kyle Schaffer quoted in Investment NewsBallentine Partners' Senior Investment Advisor, Kyle Schaffer, was recently quoted in the Investment News article "Risk-minded investors shift focus to alternative funds"May 22, 2011Coventry Edwards-Pitt quoted in The New York TimesBallentine Partners' Managing Director, Coventry Edwards-Pitt, was recently quoted in The New York Times article "Wealthy Hesitate to Take a Break on Estate Taxes"May 13, 2011Ballentine Partners appoints Lorne Adrain as Managing DirectorBallentine Partners has named Lorne Adrain, CLU, as Managing Director. Mr. Adrain has joined the firm to lead business development activities.May 4, 2011Drew McMorrow quoted in Worth MagazineBallentine Partners' Senior Client Advisor, Drew McMorrow, was recently quoted in a Worth Magazine article "Top 10 Ways to Transfer Wealth"March 31, 2011Drew McMorrow quoted in The New York TimesBallentine Partners' Senior Client Advisor, Drew McMorrow, was recently quoted in a New York Times article "Weighing the Best Vehicles For Philanthropic Giving"January 28, 2011 Posts navigation Previous 1 … 30 31 32 33 Next
Roy Ballentine published in the New Hampshire Business ReviewBallentine Partners' CEO and Chairman of the Board, Roy Ballentine, recently published the article "Succession planning: a case history" in the New Hampshire Business Review.January 27, 2012
Claudia Shilo quoted by WSJ.comBallentine Partners' Managing Director, Claudia Shilo, was recently quoted in the WSJ.com article "What's Next? The Outlook for 2012".December 12, 2011
Claudia Shilo featured in NAFPA Advisor MagazineBallentine Partners' Managine Director, Claudia Shilo, was featured in the NAPFA Advisor Magazine Article "A Match Made in Heaven".December 1, 2011
Coventry Edwards-Pitt Named to “40-under-40” List by Boston Business JournalBallentine Partners' Chief Wealth Advisory Officer, Coventry Edwards-Pitt, was selected as one of Boston Business Journal's "40-under-40".October 20, 2011
Ballentine Partners Appoints Drew McMorrow as President, Coventry Edwards-Pitt as Chief Wealth Advisory OfficerFirm founder Roy Ballentine to remain actively involved as ChairmanOctober 18, 2011
Coventry Edwards-Pitt quoted in Dow Jones NewswireBallentine Partners' Managing Director, Coventry Edwards-Pitt, was recently quoted in the Dow Jones Newswire "Making Plans for Dementia"July 29, 2011
Coventry Edwards-Pitt quoted in Investment NewsBallentine Partners' Managing Director, Coventry Edwards-Pitt, was recently quoted in the Investment News article "Dear Mom and Dad: Camp is great; I won a medal for investing!"May 25, 2011
Kyle Schaffer quoted in Investment NewsBallentine Partners' Senior Investment Advisor, Kyle Schaffer, was recently quoted in the Investment News article "Risk-minded investors shift focus to alternative funds"May 22, 2011
Coventry Edwards-Pitt quoted in The New York TimesBallentine Partners' Managing Director, Coventry Edwards-Pitt, was recently quoted in The New York Times article "Wealthy Hesitate to Take a Break on Estate Taxes"May 13, 2011
Ballentine Partners appoints Lorne Adrain as Managing DirectorBallentine Partners has named Lorne Adrain, CLU, as Managing Director. Mr. Adrain has joined the firm to lead business development activities.May 4, 2011
Drew McMorrow quoted in Worth MagazineBallentine Partners' Senior Client Advisor, Drew McMorrow, was recently quoted in a Worth Magazine article "Top 10 Ways to Transfer Wealth"March 31, 2011
Drew McMorrow quoted in The New York TimesBallentine Partners' Senior Client Advisor, Drew McMorrow, was recently quoted in a New York Times article "Weighing the Best Vehicles For Philanthropic Giving"January 28, 2011
