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News & Press

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

Ballentine Partners has been recognized as one of Pensions and Investments Best Places to Work in Money Management in 2022

We are pleased to announce that we were selected as one of Pensions & Investments Best Places to Work in Money Management in 2022.

December 14, 2022

Emily Cashman and Elliot Rotstein receive Young Professionals in Wealth Award

We are pleased to announce that Emily Cashman and Elliot Rotstein are recipients of the 2022 Young Professionals in Family Wealth Awards.

October 25, 2022

Ballentine Partners Welcomes Genevieve George, CPA, CFP®, CFE, CDFA®

Ballentine Partners welcomed Genevieve George, CPA, CFP®, CFE, CDFA®, as a Senior Wealth Advisor. Genevieve joined Ballentine Partners’ High Net Worth Practice, which works with clients who have investable assets between $3.5 - $25 million. She will help clients by delivering comprehensive financial advice with the highest level of personal service and professional integrity.

October 7, 2022

Coventry Edwards-Pitt was the featured speaker at Impact the Palm Beaches Legacy Society

Long-time supporters of Impact The Palm Beaches, a philanthropic organization where women collectively give to non-profits in Palm Beach County, Ballentine Partners sponsored their Inaugural Legacy Reception.

September 28, 2022

Aged Healthy, Wealthy & Wise is now available on Audible

As the fall season beckons and a new school year begins, this is a great listen for anyone taking stock of things in their lives that may be worth reflecting on.

September 28, 2022

Ballentine Partners – Impact Report Video

Watch our latest video where Jennifer Murtie, Akeiva Ellis, Will Tickle, Julie Pulda, and Humberto J. Soares talk about the company's 2021 annual Impact Report. Each year a new Impact Report is written to summarize Ballentine Partners’ progress and share our learnings and evolution as a business.

July 11, 2022

Deb Whitney awarded Accredited Estate Planner® Designation

Debra Whitney, CFP®, CAP®, AEP®, MS, was among a group of seven advisors in the Boston community that received the AEP® designation.

June 24, 2022

Julie Pulda hosted Ask the Expert session for Invest for Better

This month, Julie Pulda, Impact Investing Manager, hosted the Ask the Expert: Private Investment and Fund Managers session for Invest for Better.

June 24, 2022