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Ballentine Partners Announces Two New Partners

04/20/2016

Please join us in congratulating Adam Ochlis and Austin Poirier as they are the most recent additions to our partnership team, bringing our partner to employee ratio to 22%.

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Ballentine Partners ranked by the Boston Business Journal’s list of Largest Independent Investment Advisors in MA

07/24/2015

Boston Business Journal included Ballentine Partners in their list of the Largest Independent Investment Advisers in Massachusetts, ranked by total assets under management as of June 1, 2015.

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Financial Times names Ballentine Partners in their list of the “Top 300 RIA” ranking

06/18/2015

The Financial Times published their 2015 list of the Top 300 Registered Investment Advisor and Ballentine Partners was listed for the second consecutive year.

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Will Braman, Real Assets Adviser, Wall Street Journal, WSJ, Stocks

The Wall Street Journal interviews Will Braman on the markets

06/09/2015

The Wall Street Journal interviewed Will Braman, Ballentine Partners’ Chief Investment Officer in their article “U.S. Stocks End Little Changed.”

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Ballentine Partners Opens Florida Office

05/04/2015

Ballentine Partners, the Boston-based independent investment and wealth management firm, announced today the firm’s expansion into the Florida market with its new office, located in Palm Beach Gardens, Florida. Christopher Chandler, CFA, CAIA and Jennifer Eaton, JD, veterans of the wealth management industry, will head up the firm’s Florida team.

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Leah M. Warren, CFP®, Financial Advisor, Financial Planning Industry

Speaking Engagement: Women in the Financial Planning Industry

12/23/2014

Leah Warren was a featured panelist at Bentley University’s panel, speaking with, and about, women in the financial planning industry.

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Will Braman, Real Assets Adviser, Wall Street Journal, WSJ, Stocks

Will Braman was quoted in the WSJ on Stocks

12/12/2014

The Wall Street Journal speaks with Will Braman about the impact of the recent drop in oil prices

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Financial Advisor lists Ballentine Partners in their RIA Survey & Ranking

06/27/2014

Ballentine Partners was listed in Financial Advisor Magazine’s “2014 RIA Ranking” (based on figures from Financial Advisors’ 2014 RIA survey).

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Bloomberg ranks Ballentine Partners in the Top 50 Family Offices (by AUA)

06/06/2014

Ballentine Partners ranked 32nd in Bloomberg’s list of Top 50 Family Offices ranked by assets under advisement.

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Karen Anthony on the Relay for Life

Karen Anthony talks about the Relay for Life with WMTW at the NEORVCA drag race fundraiser

06/01/2014

Karen Anthony, a Client Service Associate at Ballentine Partners, spoke with WMTW about how the Relay for Life funds raised are used. The NEORVCA race at the Ossipee Valley Fairgrounds in Maine raised over $1,900 for the American Cancer Society. To learn more about the Ballentine Partners’ Relay for Life team, click here.

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