Roy Ballentine featured in “The Dimensions of Leadership,” the October Issue of Inside Information

10/29/2019

What IS leadership? How do you cultivate it? Founder and Executive Chairman Roy Ballentine, ChFC, CFP®, was featured in the October issue of Bob Veres’ Inside Information where he shared his views on what makes an effective leader.

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Claudia Shilo, MPASsm, CFP®, CPA, PFS, Barron's

Claudia Shilo named as a Hoffman-Hass Fellow

08/14/2017

Chief Financial Officer Claudia Shilo, MPASsm, CFP®, PFS, was among the most recent graduating cohort of the Hoffman-Haas Fellowship as part of their 2017 Central Region summer cohort.

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

Speaking Engagement: Learning to Lead: Developing Leaders & Partners

10/17/2015

Coventry Edwards-Pitt was a featured panelist during the Keynote Presentation of Bob Veres’ Insider’s Forum on September 29, 2015.

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team

Private Wealth Magazine Profiles Ballentine Partners and Its Successful Leadership Succession Plan

05/03/2013

Ballentine Partners and its successful leadership succession plan is the cover story for Private Wealth Magazine’s May/June Issue.

Read the complete article here.

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