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News & Press

Ballentine employees show their support at More Than Words, a Boston-area non-profit

A team of Ballentine employees took a few hours out of their work day to assist the Boston-area non-profit, More Than Words.

October 30, 2018

Will Tickle featured at Total Impact Boston

Senior Investment Advisor and Director of Impact Investing Will Tickle, CFA, will be speaking at Total Impact Boston on October 4, 2018.

September 28, 2018

Roy Ballentine and Drew McMorrow speaking at Bob Veres’ Insider’s Forum

Ballentine Partners Executive Chairman & Founder Roy Ballentine and President & CEO Drew McMorrow are speaking at Bob Veres’ Insider’s Forum on September 24, 2018.

September 17, 2018

Our Community Gifts Committee is delighted to announce our fall charitable beneficiaries

At Ballentine Partners, in addition to our passion for helping clients reach their philanthropic goals, we are also committed to philanthropy as a firm.

August 13, 2018

President & CEO Drew McMorrow featured in Financial Advisor cover story

President & CEO Drew McMorrow, MBA, CFP®, was featured in Financial Advisor’s July 2018 Cover story “Standing Still is Not an Option”.

July 11, 2018

Debra Whitney joins the Board of the Boston Estate Planning Council

We’re proud to announce that the Boston Estate Planning Council has elected Senior Client Advisor Debra A. Whitney, MS, CFP®, to their Board of Directors.

July 10, 2018

Roy Ballentine named one of “Boston’s Financial Champions” by AUM/Boston

Our Executive Chairman and Founder, Roy C. Ballentine, ChFC, CFP®, was named one of the next generation of Boston’s Financial Champions in the inaugural issue of AUM Boston magazine.

July 5, 2018

The art of having difficult conversations

Author and Chief Wealth Advisory Officer Coventry Edwards-Pitt, CFA, CFP®, and her book Aged Healthy, Wealthy & Wise were again featured in Legacy Arts magazine in Issue 15, “Not Alone: Your Unique Path.”

July 3, 2018

Jake Northrup discusses adding a “mini-retirement” to your financial plan with TheStreet

Investment Advisor Jake Northrup, CFP®, was featured in an article by TheStreet on how to plan for a mini-retirement without derailing your financial plan.

July 2, 2018

Sheila C. Lawrence named one of Investment News’ 40 Under 40 for 2018

We’re proud to announce that Partner & Senior Client Advisor Sheila C. Lawrence, MALD, CFP®, has been recognized as one of Investment News’ 40 Under 40 honorees for 2018. The 40 Under 40 project shines a spotlight on exceptional young financial services professionals that not only have already amassed impressive accomplishments, but also show leadership and promise for the future of the industry.

June 18, 2018

Our Community Gifts Committee is pleased to announce their support of a number of charitable organizations

At Ballentine Partners, we not only help clients reach their philanthropic goals, we are also committed to philanthropy as a firm. Each year, we select organizations from within our communities in New Hampshire, Massachusetts, and Florida to support financially.

May 17, 2018

Coventry Edwards-Pitt speaks at the Rhode Island Foundation

Chief Wealth Advisory Officer Coventry Edwards-Pitt, CFA, CFP®, author of Author of the Healthy, Wealthy & Wise collection, spoke at the Rhode Island Foundation on May 10th about what people can do to ensure that they make the most out of their elder years.

May 15, 2018