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Financial Planning Magazine Recognizes Several Ballentine Partners’ Employees

08/08/2013

Lisa Cunningham, Michelle Harrison, and Austin Poirier are three of the many volunteers who were recognized by Financial Planning Magazine for their work with The Pro Bono Military Program of the Financial Planning Association of Massachusetts. For more information on the program, click here.

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Tom Bullitt, CFP®, CFA

Tom Bullitt quoted by Financial Planning Magazine

04/01/2012

Tom Bullitt, the Senior Investment Advisor leading the Mill Street Investment Management division of Ballentine Partners, was recently quoted in the Financial Planning Magazine article “Opportunistic Retirement Investing”.

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Tom Bullitt, CFP®, CFA

Tom Bullitt quoted by Financial Planning Magazine

03/05/2012

Tom Bullitt, the Senior Investment Advisor leading the Mill Street Investment Management division of Ballentine Partners, was recently quoted in the Financial Planning Magazine article “Planners Using Target-Date Funds in Targeted Situations”.

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