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News & Press

Ballentine sponsoring “Wellness Wednesdays” and more at Castle in the Clouds

Ballentine Partners is sponsoring a number of events at Castle in the Clouds this summer in Moultonborough, NH.

June 8, 2019

Ballentine team volunteers at Lexington Community Farm

A group of Ballentine employees recently spent a few hours of their morning to visit local nonprofit Lexington Community Farm and help plant rows of tomato varieties and eggplants.

June 7, 2019

Leah Warren speaking at the 2019 Gearing Up Conference

Senior Client Advisor Leah M. Warren, CFP®, is speaking at the 2019 Gearing Up conference tomorrow at Bentley University’s Center for Women and Business.

June 2, 2019

Drew McMorrow speaking at the FOX Wealth Advisor Forum

President & CEO Drew McMorrow, MBA, CFP®, will be speaking at the Family Office Exchange Wealth Advisor Forum next Thursday, May 2.

April 24, 2019

Will Tickle speaking at the Impact Capitalism Summit in Denver

Will Tickle, CFA, Partner, Senior Investment Advisor, & Director of Impact Investing, will be speaking at the Impact Capitalism Summit in Denver this week.

April 22, 2019

Raised Healthy, Wealthy & Wise featured in Money.com article on experts’ resources for raising financially fit kids

Raised Healthy, Wealthy & Wise by Covie Edwards-Pitt, CFA, CFP®, was featured in the Money.com article “How to Teach Your Kids About Money — and Make Them WANT to Do Chores — According to Family Finance Experts”.

April 11, 2019

Jules Pulda guest judging the Fletcher Social Investment Group’s Project Showcase

Julie Pulda, Impact Analyst, will be a featured judge at her alma mater Tufts University’s Fletcher Social Investment Group’s (FSIG) Project Showcase on April 17.

April 10, 2019

Ballentine Partners Names Debra A. Whitney as Partner

Ballentine Partners is pleased to announce Debra A. Whitney as a new partner. The 19 existing partners are proud to include Ms. Whitney in their cohort, recognizing not only her excellence and leadership role in the firm and dedication to her clients, but also her deep involvement in finance and philanthropy across greater Boston.

April 2, 2019

Chris Chandler speaking at Opal Group’s Impact Investing Forum

Partner and Senior Investment Advisor Christopher C. Chandler, CFA, CAIA, will be speaking at Opal Group’s 4th annual Impact Investing Forum next Monday, April 1.

March 26, 2019

Jules Pulda speaking at careers in impact investing panel

Impact Analyst Julie Pulda is speaking at the Careers in Impact Investing panel discussion, hosted by Tufts University’s Fletcher Social Investment Group.

March 20, 2019

International Small Cap: Hiding in Plain Sight

Executive Summary Professional investors have long touted the benefits of investing globally in order to expand the opportunity set and diversify the portfolio beyond home country borders. Most investors have expressed this view by investing in large capitalization multinational companies based outside the United States. We believe that investors have largely overlooked a more attractive […]

March 18, 2019

Sheila Lawrence featured in an AUM/Boston article on “The Philanthropy Talk”

AUM/Boston Magazine featured an article on “The Philanthropy Talk: How Do I Do It & Why Do I Have To?” in their February/March 2019 issue.

February 26, 2019