Stephen Hopkins, CPA

Stephen Hopkins Joins the Ballentine Partners Team

09/15/2016

Stephen Hopkins has joined Ballentine Partners, the independent wealth management firm, as a Shareholder and Senior Client Advisor in our flagship office located in Wolfeboro, New Hampshire.

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Bruce D. Simon, CFA, CPWA®

Ballentine Partners Welcomes Back Bruce Simon

06/01/2016

Ballentine Partners is thrilled to welcome Bruce Simon back to the firm, this time in the firm’s Florida office in the role of Managing Director and Director of Portfolio Research.

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Ballentine Partners logo

Ballentine Partners Appoints Drew McMorrow as President, Coventry Edwards-Pitt as Chief Wealth Advisory Officer

10/18/2011

Firm founder Roy Ballentine to remain actively involved as Chairman

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