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Tom Bullitt quoted by Financial Planning Magazine

Tom Bullitt, the Senior Investment Advisor leading the Mill Street Investment Management division of Ballentine Partners, was recently quoted in the Financial Planning Magazine article "Opportunistic Retirement Investing".

April 1, 2012

Tom Bullitt quoted by Financial Planning Magazine

March 5, 2012

Roy Ballentine published in the New Hampshire Business Review

Ballentine 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.com

Ballentine 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 Magazine

Ballentine 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 Journal

Ballentine 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 Officer

Firm founder Roy Ballentine to remain actively involved as Chairman

October 18, 2011

Coventry Edwards-Pitt quoted in Dow Jones Newswire

Ballentine 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 News

Ballentine 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 News

Ballentine 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 Times

Ballentine 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 Director

Ballentine Partners has named Lorne Adrain, CLU, as Managing Director. Mr. Adrain has joined the firm to lead business development activities.

May 4, 2011