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.

READ MORE

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.

READ MORE

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.

READ MORE