Ballentine Partners
Ballentine Partners Announces Two New Partners
04/20/2016Please 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
07/24/2015Boston 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.
READ MOREFinancial Times names Ballentine Partners in their list of the “Top 300 RIA” ranking
06/18/2015The 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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The Wall Street Journal interviews Will Braman on the markets
06/09/2015The 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
05/04/2015Ballentine 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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Speaking Engagement: Women in the Financial Planning Industry
12/23/2014Leah Warren was a featured panelist at Bentley University’s panel, speaking with, and about, women in the financial planning industry.
READ MOREWill Braman was quoted in the WSJ on Stocks
12/12/2014The Wall Street Journal speaks with Will Braman about the impact of the recent drop in oil prices
READ MOREFinancial Advisor lists Ballentine Partners in their RIA Survey & Ranking
06/27/2014Ballentine Partners was listed in Financial Advisor Magazine’s “2014 RIA Ranking” (based on figures from Financial Advisors’ 2014 RIA survey).
READ MOREBloomberg ranks Ballentine Partners in the Top 50 Family Offices (by AUA)
06/06/2014Ballentine Partners ranked 32nd in Bloomberg’s list of Top 50 Family Offices ranked by assets under advisement.
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Karen Anthony talks about the Relay for Life with WMTW at the NEORVCA drag race fundraiser
06/01/2014Karen 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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