Sheila Lawrence, MALD, CFP®, CAP®

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

02/26/2019

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.

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Coventry Edwards-Pitt, CFA, CFP®, Grandchildren, finance, lead, family office forum

Investment News speaks with Coventry Edwards-Pitt on what wealthy clients can do to ensure their children are well grounded

03/17/2017

Our Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, was quoted in the Investment News article “Help wealthy clients to avoid deadbeat kids.” Children raised amongst wealth often face a unique set of challenges when learning about motivation, accountability, and what it means to succeed.

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Will Tickle, CFA

William Tickle discusses real estate opportunities with Worth Magazine

06/02/2014

William Tickle, Ballentine Partners’ Director of Impact Investing, was interviewed by Worth Magazine in their article, “Land Grab.”

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Roy Ballentine, CLU, ChFC, CFP®, manage, The business of wealth management

Roy Ballentine published in the New Hampshire Business Review

01/27/2012

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.

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