conference
Leah Warren speaking at the 2019 Gearing Up Conference
06/01/2019Senior Client Advisor Leah M. Warren, CFP®, is speaking at the 2019 Gearing Up conference tomorrow at Bentley University’s Center for Women and Business.
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Chris Chandler speaking at Opal Group’s Impact Investing Forum
03/26/2019Partner and Senior Investment Advisor Christopher C. Chandler, CFA, CAIA, will be speaking at Opal Group’s 4th annual Impact Investing Forum next Monday, April 1.
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Speaking Engagement: Learning to Lead: Developing Leaders & Partners
10/17/2015Coventry Edwards-Pitt was a featured panelist during the Keynote Presentation of Bob Veres’ Insider’s Forum on September 29, 2015.
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Speaking Engagement: Investing in Private Debt
10/15/2015Michael Chimento, CFA, Investment Advisor for Ballentine Partners, was featured as a panelist at the Private Debt Investor Conference.
READ MORESpeaking Engagement: New England Women in Family Office Half Day Conference
09/23/2015Coventry Edwards-Pitt, Chief Wealth Advisory Officer, recently spoke at the Fidelity New England Women in Family Office Half Day Conference. There she facilitated a discussion with attendees on how children develop a sense of self, and how parents can use this knowledge to help instill values.
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